RFMS AP Forwarder

Forward supplier invoice PDFs from the source mailbox, then file each message under that same account at Inbox → SUPPLIERS → <supplier folder> (the last folder should match the supplier name in your rules). Emails from a matched supplier with a PDF that look like account or EOM statements are not forwarded or AP-costed — they stay in Inbox for the EOM Statement module.

Accounts mail & supplier PDFs Mailbox routing and filing on this page. Supplier Invoice Automation

Forwarder Configuration

Source mailbox

Usually accounts@… — this is the mailbox where Inbox/SUPPLIERS/… lives and where incoming supplier mail is read.

Destination email

Processed folder path

Enter only the parent of the per-supplier folders — not the supplier name itself. Full layout on the source account: Inbox/SUPPLIERS/<supplier>. The app lists subfolders of SUPPLIERS, fuzzy-matches the name to your rule, and moves the message into that folder. Default: Inbox/SUPPLIERS.

Interval (minutes)

Fuzzy threshold

Timezone

Unattended runs Loading…

Status: —

Runs

When armed, the interval option below may wake on its own. When disarmed, nothing fires on a clock—use Run Now for a single pass.

Timed inbox fetch Loading…

Status: —

Interval

When armed, the app reopens the inbox every 10 minutes (see Interval). Only runs if Unattended runs is armed (badge RUNS ON).

Run Now lookback days (received time) Scan

Choose a supplier to re-process mail already filed under Inbox/SUPPLIERS/<supplier> only. Leave on All suppliers to scan the inbox for every configured supplier.

Summary: If you see RUNS OFF, the interval switch does nothing in the background. Run Now is only available when RUNS OFF (same rule as Fetch mail on Supplier Invoice Automation). While RUNS ON, use the scheduled inbox pass. The timer uses a short rolling window each tick.

Supplier Master (`data/Supplier_Master/`)

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Invoice config

Supplier Rules

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Each rule must include an Invoice From Email and/or Invoice Domain. Unlisted senders are ignored and stay in Inbox.

Export CSV Export XLSX Import CSV/XLSX Legacy import: data/Suppliers_Master.xlsx — canonical folder: data/Supplier_Master/

Prefill from listing

Prefill uses data/Suppliers_Master.xlsx.

Invoice intake (AI) — subject, body, attachment hints

Helps distinguish tax invoices from statements and normal mail. One phrase per line. Attachment contains is a substring of the PDF filename (not full text); every line must match the same attachment — use generic words (invoice, sales invoice, si-), not invoice numbers. Prefer Attachment name pattern (regex) for formats like Sales Invoice_SI-12345.pdf.

Subject contains

Body contains (invoice)

Body excludes (leave in Inbox)

Attachment contains

Attachment name pattern (regex)

Sender emails (relay)

PO reference label

Leave non-invoice mail in Inbox

Supplier Name	Invoice From Email	Invoice Domain	Notes	Per-supplier
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Recent Runs

Run ID	Status	Started (AEST)	Finished (AEST)	Processed	Forwarded	Moved	Errors	Suppliers (matched / skipped)
No runs yet.

Recent Message Outcomes