Gmail

1. On your computer, open Gmail using the account that you want to forward invoices and credit notes from.

2. In the search box at the top, click Show search options.

3. Enter your search criteria to find the emails you want to forward:

• From e.g. accounts@supplier.com – add all the emails you receive invoices and credit notes from

• Subject includes invoice, INV, credit, etc  – filter to just emails with invoices and credit notes

4. Check that the correct emails are displayed by clicking Search. 

5. Once you’re happy, click Create filter at the bottom of the search window.

6. On the following screen, click ‘Add forwarding address’ next to Forward it.

7. Click  ‘Add a forwarding address’ at the top of the next screen and enter invoices@rekki.com as the auto forwarding email.

8. Click Next > Proceed > OK.

9. A verification message will be sent to REKKI. Once we have verified the forwarding address, ensure it is selected from the dropdown menu next to ‘Forward it to:’ on the filter creation page.

10.  Click ‘Create filter.’ All your invoices and credit notes from the selected suppliers will now be forwarded straight to REKKI.

Microsoft Outlook

1. Sign in to your Microsoft account, then go to your Inbox page.

2. Click on the gear icon at the top of your screen to access Settings, then click Email > Rules.

3. Click on Add new rule.

4. Step 1: Name your rule, e.g. Invoice forwarding to REKKI.

5. Step 2: Add a condition – choose which messages you want this rule to apply to: 

• From e.g. accounts@supplier.com – add all the emails you receive invoices and credit notes from

• Subject includes invoice, INV, credit, etc– filter to just emails with invoices and credit notes

6. Step 3: Add an action – select Forward to, then enter invoices@rekki.com as the auto-forwarding email.

7. Click Save, and all your invoices and credit notes from the selected suppliers will now be forwarded straight to REKKI.

Other providers

• You should be able to find instructions online by Googling ‘auto forwarding’ plus the name of your email provider.

• When you set the conditions for your auto forwarding rule, you can filter by:

• From e.g. accounts@supplier.com – add all the emails you receive invoices and credit notes from

• Subject includes invoice, INV, credit, etc– filter to just emails with invoices and credit notes

• Set invoices@rekki.com as the auto forwarding address