
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.

