Email ingestion in one place

Email ingestion settings now bring sender rules, trusted vendor contacts, forwarding domains, attachment handling, split review, and inbox feedback together.

What changed

Review unknown senders

The Email ingestion settings page now keeps unknown-sender choices together: Wait for review or Continue, plus Blocklist, Allowlist, and Add rule. The same page also includes Vendor Master trust and Forwarding domain settings. Open Configure email ingestion to review them.

Choose attachment handling

Attachment settings now pair Keep in Clerked with Analyze automatically. For a PDF with multiple invoices, choose Review first or Auto-split. Read Triage inbound email and Review a multi-invoice PDF for the related review steps.

Keep inbox decisions moving

After a sender decision, the inbox shows Decision saved. We’re re-checking this email. while Clerked checks the message again.

Preserve vendor email details

Email addresses available in your connected accounting system synchronize to vendor records, while manually maintained addresses are kept. See Work with vendors for the vendor-record boundary.

How this affects you

Admins can review sender, forwarding, vendor-trust, and attachment choices from one settings page. A sender decision starts a fresh check of the message, and vendor email details from the connected accounting system can remain available after synchronization.

What to do next

Open Configure email ingestion and check the choices for unknown senders and attachments. When an email needs attention, use Triage inbound email and review multi-invoice files in Review a multi-invoice PDF. Check synchronized addresses in Work with vendors.