How to configure ‘Automatic payable invoices sorting in the inbox’

By default, Planyard does not assign invoices received in the central inbox to specific projects. This setting lets you automate that process. When enabled, Planyard will attempt to automatically sort incoming invoices to the correct project based on references found in the invoice content.

To configure this setting:

1. Go to Company Settings
2. Click Company-wide features
3. Scroll to Automatic payable invoices sorting in the inbox
4. Enable or disable the toggle

When disabled, all invoices will remain in the central inbox and must be manually assigned.