Starting a search
Searching older history is a deliberately started import. Connecting a mailbox or recognising a document does not itself send it to your accountant.
- Open Documents and select the connected mailbox.
- Check the required history range.
- Read plan-usage information and start the search.
- Monitor the status and open the results after completion.
What the result means
Distinguish recognised invoices, uncertainties and errors. For an incomplete or paused run, continue according to the stated reason. An exhausted quota does not confirm that nothing else exists in the remaining period.
Open a few typical documents of your own and check that each is assigned to the business named as the invoice buyer. The initial preview helps set rules; it is not a completed monthly handover.
When a particular document is missing
Check the correct mailbox and message date. An invoice may arrive outside the expected period or be available only in the supplier portal. Repeating a search should not turn a known document into a newly charged invoice.