Automated statement uploads - connect to Outlook

Utilising the Outlook REST API to connect to a mailbox, FISCAL can automatically retrieve and process emails from your Outlook mailbox, eliminating the need to manually upload supplier statements.  

Once connected, FISCAL will:

• Retrieve emails from the past 2 months during the initial setup.
• Check for new emails every 30 minutes.
• Process new emails automatically as they arrive.
• Skip emails that have already been processed.

⚠️ Note: This integration should connect to a dedicated mailbox (such as a statements mailbox) rather than a personal user mailbox.

Setup 

The following steps will walk you through the setup process:

1. Within your FISCAL site, Unit Settings > Statement Reconciliation, enable Connect to Outlook.
2. Grant Permission by clicking on Admin Consent - this needs to be done by an IT administrator.
   • You will be redirected to Microsoft's authorisation page
   • Review and approve the requested permissions
   • If you don't have administration permissions, copy the consent link and share this with your IT administrator to complete the authorisation process
3. Return to the Outlook integration settings page and click Connect to Mailbox.
   • Sign in with the credentials for your statements mailbox
   • Enter the name of the supplier statements mailbox into the Inbox Name field

Once permission has been granted, FISCAL will proceed with polling the Outlook account every 30 minutes. You can trigger an instant poll by clicking on Check Now. You can also pause the automatic polling at anytime by disabling the automatic polling. When you resume, FISCAL will catching up pulling any email received while the polling was paused.

Confirm polling is working

To check if statements are being successfully received, navigate to Statement Uploads page within Statement Reconciliation module: