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Email rules

How to create and manage email filters

Maria Tirkkonen avatar
Written by Maria Tirkkonen
Updated over a month ago

By accessing the "Email rules" view in the web version you can create new filters and rules that will allow Bezala to pre-fill the information for you when you forward receipts by email to Bezala.

  • Name of the rule: choose a name for your filter

  • if the email contains the following text: condition for the rule to activate

    • text in this context means email body (no attachment)

  • ... then set the following description: text that will be shown in the description field on the receipt form

  • Account chart settings: purchase type, payment method, VAT and cost center

  • User: shown only to users with Manager role

When you create a new rule, this rule is activated only for your Bezala account. Manager can also add rules that are active for all users by leaving Users column empty.

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