COMING IN Q2 2026

Email & Document Capture

NO MORE MANUAL COPYING OF EMAIL CONTENT

Forward emails directly into Business Essentials and automatically store documents, capture metadata, and create actionable tasks – all from your inbox.

WHAT THIS ADD-ON DOES

Forward email to a special Business Essentials address.

Automatically store attachments as documents with metadata.

Automatically create tasks from emails.

Link emails to the right client, supplier, or project.

Prepare your data for AI-powered search and automation.

KEY FEATURES

A focused set of features that help you tame your email chaos

-- Dedicated inbound email addresses per client environment.

-- Optional function-specific addresses (tasks, invoices, documents).

-- Support for common attachment formats.

-- Configurable limits for email size and number of attachments.

-- Extracts and stores attachments in the existing document storage.

-- Creates document records with sender and subject as metadata.

-- Can create one record per attachment or group them per email.

-- Supports Invoice & Expense, General Administration, and other modules.

-- Turns emails into structured tasks with title and description.

-- Automatically links to clients based on sender address.

-- Configurable default assignee, priority, and due date.

-- New tasks can trigger your existing workflows and notifications.

-- Simple rules based on subject keywords (e.g. “invoice”, “contract”).

-- Configuration per inbound address: default action and module.

-- Optional allow lists for senders and domains.

-- Full audit log of processed emails and configuration changes.