Overview
JACK can automatically create bills from PDFs emailed directly to your company's unique JACK email address. To make sure these emails are processed you'll need to add the sender's email to your Safe Sender list.
ℹ️ Only emails from addresses on your Safe Sender list will be scanned and converted into bills. This helps prevent unwanted or unrecognized emails from being processed.
Navigate to Settings > OCR.
You'll see your company's unique JACK email address. This is the address you and your vendors will use to send bill PDFs for auto population.
In the Safe Senders emails section, enter the email address of the vendor or person who will be sending bills.
Click the green + to confirm.
💡 You can add multiple safe sender emails if you receive bills from several vendors or clients.
Once an email address is added to the Safe Sender list, that sender can email a PDF of a bill directly to your unique JACK email address. JACK will automatically read the PDF and populate the bill details into the Bills section under Draft.
⚠️ Only PDF attachments from safe sender addresses will be processed. Emails from addresses not on the list will be ignored.