Settings
Control how invoices are routed and which senders are processed.
Default approval mode
Applies to every sender that doesn't set its own mode below.
manual
Every invoice waits for your review before posting.
auto
Post every extracted invoice automatically.
threshold
Auto-post high-confidence invoices, review the rest.
Vendor allowlist
Only these senders are processed. Each can override the default above — e.g. set a trusted vendor to auto and it posts without waiting for review, while everyone else still follows the default.
1cleanair.ca
capitalcustoms.com