Email Capture Setup
Prerequisites
Before using Email Capture feature, ensure the following:
Office 365 mailbox is available.
Mailbox account is a service account used only for receiving invoices. It should not be a general mailbox used for sending and receiving mail
Authorize Access to Office 365 Mailbox
Step 1: Set Up IMAP Mailbox Access
-
Navigate to Maintenance > Application Options from the navigation menu.
-
Locate the IMAP group and select Office 365 as the provider.
-
Enter or select the service mailbox account.
-
Click button oAuth Authorization > IMAP.
-
A new page will open prompting you to authenticate with your Office 365 mailbox account.
-
If your Office 365 settings allow users to consent without administrator approval, you will receive a successful authorization message.
-
If consent authorization is blocked, contact your Office 365 administrator for assistance in granting access.
-
Step 2: IMAP Mailbox consent Successful
Navigate to Invoice Capture from the navigation menu.
-
Click the Email Capture button. A panel (or drawer) will open, displaying the mailbox content.
-
Select one or more message containing your invoice and Microix will download the message and automatically OCR any invoices found in the mailbox.
-
All downloaded emails will be marked as read.
-
Emails that have already been processed will not be downloaded again.
How to Use
-
Navigate to Invoice Capture from the navigation menu.
-
Click on the Email Capture button located in the toolbar.
-
Microix will attempt to download email from the mailbox that was previously set up.
-
A side panel (or drawer) will open showing all available emails from the service mailbox account.
-
Click the Process Email button to start the invoice capture process — this may take a few minutes depending on the number of invoices found.
-
Once processing is complete, review each captured invoice by selecting them from the combo box located in the upper left of the screen, which will also display the Total Invoice Count.
After review, use the Process button to convert to a Microix Invoice, apply expense coding and submit for approval.
📌Important Note:
Microix Support does not provide assistance for setup or training. For setup or training services, please contact sales@microix.net for a quote.
Only emails with attachments or invoices that are embedded and unread will be retrieved. Once the invoice capture process is completed, Microix will automatically mark the email message as read and will not download again