Setting up Email Forwarding for Accounts Payable

How to Set Up Email Forwarding in Niural Pay

Niural Pay allows users to manage receipts efficiently by setting up an email address to forward receipts. When an email with a receipt is forwarded to this personalized address, Niural Pay adds the invoice to the system and matches it with vendors. For users who regularly receive receipts via email, automatic forwarding can be configured in Gmail or Outlook.

If using Google Workspace for email, administrators must enable forwarding settings in the Admin Console before users can set up forwarding. Refer to Google’s support article for detailed steps on enabling forwarding permissions.

Gmail: How to Set Up Forwarding

1. Add a Forwarding Address

1. Open the Gmail account used to forward receipts.

2. Click the Settings icon (gear) in the top right and select See all settings.

3. Go to the Forwarding and POP/IMAP tab.

4. In the Forwarding section, click Add a forwarding address.

5. Enter the Niural Pay email address: {{alias}}@niural.xyz (replace {{alias}} with the assigned alias).

6. Click Next, then Proceed, and confirm with OK.

7. Gmail will send a confirmation code to Niural Pay. Retrieve this code and enter it in the Forwarding section to verify.

8. Select Keep Gmail’s copy in the inbox or another preferred setting.

2. Create a Filter to Forward Specific Emails

1. Click the Show search options icon in the Gmail search bar.

2. Set criteria for forwarding (e.g., specific senders or emails with attachments).

3. Click Create filter.

4. Select Forward it to and choose the Niural Pay email address ({{alias}}@niural.xyz).

5. Click Create filter to apply the changes.

Admin Settings for Google Workspace Users

Google Workspace admins must enable forwarding before users can set up forwarding. Admins can enable email forwarding in the Google Admin Console:

1. Sign in to Google Admin Console.

2. Go to Apps > Google Workspace > Gmail > Routing.

3. Scroll to Email forwarding using recipient address map and configure a forwarding rule.

4. Enter the original recipient and forwarding address.

5. Choose whether to forward all emails or only external messages.

6. Click Save.

For bulk forwarding, admins can map up to 5,000 recipient addresses by entering comma-separated values in the Admin Console.

Note: Changes may take up to 24 hours to apply.

Outlook: How to Set Up Forwarding

1. Add a Forwarding Rule

1. Log in to the Outlook account you use to forward receipts.

   • Note: This should be the email address listed in your Niural Pay account settings.

2. Click the Settings icon (gear) in the top menu.

3. Go to View all Outlook settings > Mail > Rules.

4. Click Add a new rule and give it a name.

5. Under Add a condition, select the criteria for the emails you want to forward (e.g., sender, subject).

6. Under Add an action, select Forward to.

7. Enter your Niural Pay email address:
   {{alias}}@niural.xyz
   (Replace {{alias}} with the email alias you set up in Niural Pay.)

8. Click Save.