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How to include/exclude employees from invoice detection
How to include/exclude employees from invoice detection
M
Written by Marta Droneva
Updated over a week ago

Viio supports "allow listing" of employees, making it possible to allow inclusion of invoices only from specified emails.

This feature is particular useful if you are sending all invoices to eg. on particular inbox and do now wish to search thru all employees for missing invoices.

It's easy to turn on - simply go to Settings - Data management and switch on the slider for Allow list.

With this feature turned on, Viio will only allow invoices from inboxes included in this list. Simply add the inboxes you wish to include by clicking on the plus icon.

Please note that Viio processes data on the fly, meaning that there may be a delay before you can see the impact.

Currently there is no support for group inboxes on Microsoft Azure AD integrations - please reach out to [email protected] if you need this to be added.

How to set it up?

1) Go here to set up integration: Automated Invoice Detection - Google Workspace

2) Add the emails you want to include on the allow list.

3) Viio will start picking up any SaaS related invoices send to emails included on the allow list :-)

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