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The Bill Pay email connector links a Gmail or Microsoft 365 mailbox directly to Dash.fi. Once connected, Dash.fi scans the mailbox for invoice-like emails, reads each attachment, and creates a draft bill — no forwarding required.
The email connector is rolling out behind the emailConnectorEnabled feature flag and requires the Bill Pay product. If you don’t see Email in Settings → Integrations, contact support@dash.fi to enable it.

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Email inbox vs. connected mailbox

Bill Pay has two ways to turn emailed invoices into draft bills. Both create the same kind of draft bill and share the Create a bill review flow — pick whichever matches how invoices already reach your team. You can use both at the same time.

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Connect a mailbox

You need the email-connection: write permission to connect a mailbox (Administrator, Accountant, or Bookkeeper).
  1. Go to Settings → Integrations → Email.
  2. Click Connect a mailbox.
  3. Pick a provider — Google or Microsoft 365.
  4. Pick what to import:
    • Bill-like emails only — Dash.fi scans for invoice-like emails. Best for a personal inbox that also receives non-invoice mail.
    • All emails with attachments — every email with an attachment is scanned. Best for a dedicated AP mailbox.
  5. Click Connect and complete the OAuth flow with your provider. Dash.fi requests read-only mailbox access — we never see your password.
You’re returned to the Email settings page and a Mailbox connected confirmation appears. New invoices arriving in the mailbox will show up in Bill Pay → Drafts as they’re ingested.
The ingest mode is fixed when you connect. To change it, disconnect the mailbox and connect it again.

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The connection card

Each connected mailbox appears as a card on the Email integration page. The card shows the address, the provider, the ingest mode (for example, “Google · Bill-like emails”), a status pill, and sync health.

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Status

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Sync health

The line under the address describes the most recent scan:

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Actions

  • Sync now — trigger an immediate scan. New drafts appear in Bill Pay → Drafts as they’re processed.
  • Reconnect — restart the OAuth flow for a mailbox in Reconnect required.
  • Disconnect — stop scanning and revoke Dash.fi’s access. Existing draft bills are kept. Available on any connection.
Sync, reconnect, and disconnect all require email-connection: write.

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Review received emails

Open Received emails on the Email settings page to see an audit log of every email the connector ingested across all of your connected mailboxes, newest first. Filter by mailbox or by status. Each row shows the source mailbox, when the email arrived, its status, and the attachments.
For vendor privacy, Dash.fi does not record the email’s sender or subject line — a row is identified by its source mailbox, receipt time, and the attachment file names.

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Email status

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Filter reasons

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Attachment outcomes

Each attachment carries its own status:

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Role-based access

The email-connection resource controls who can manage connected mailboxes. Read access lets someone see the Email settings page and the received-emails log. You need write access to connect, reconnect, disconnect, or trigger a sync. See User roles for the full permission matrix.
  • Email inbox — the forward-to-Dash.fi alternative
  • Create a bill — review and submit the draft bills produced by the connector
  • Manage bills — find drafts created from connected mailboxes
  • User roles — full permission reference