To begin, you will need to know the email address that your invoices need to be forwarded to. This is unique for each Organization. There are two places in Kojo where you can locate the email address that your invoices will need to be forwarded to in order to be ingested by Kojo.
If you navigate to your Admin Settings and click on the "Setup" tab, and then the "Invoicing" tab, you will be able to see that email address:
The other place you can see this email address is on the Invoices page in Kojo. Towards the top of the page, the email address will be shown above your invoices as depicted in the image below:
Once you have the information of what email address to forward your invoices to, there are a couple of ways to proceed. You can either have your vendors include this email address as a CC recipient on the invoices that they send to you. Or, you can set up an auto-forwarding rule for the main email address where your company receives invoices.
To set up auto-forwarding, the steps will vary based on your email provider. Here are some steps for some common email providers. To open the steps click on the name of the email provider you use below:
If you are forwarding from a GMail address, please contact us so that we can help you set it up!
That's it! You have successfully completed setting up forwarding for your invoices to Kojo. Check out our Automated Invoice Matching Guide next!
If you have any additional questions regarding this or anything else, please reach out to your CSm or to our Support Team via chat or by emailing support@usekojo.com