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Turn an emailed bill into an expense

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When a bill or receipt lands in your inbox, send it straight to your books without re-typing it:

  1. Open the email in Mail.
  2. In the strip above the message, click Extract to Books (or Book this expense for a receipt in the email body).

Talisk reads the vendor, amount, and tax and creates a draft bill marked pending review. The strip then shows an In Books pill: click it to open the bill in Ledger › Expenses, where you review and approve it. Approving is what posts it to Accounts Payable; extraction alone never posts.

When Talisk gets it wrong

You can always say the opposite of whatever Talisk concluded, from the open email.

It found a bill, but it isn't one. Click Not a bill beside the In Books pill. Talisk removes the bill from your books and stops extracting that email. If the bill was already approved, this reverses its journal entries, so you get a confirmation first telling you exactly that; it's refused outright if the period is locked. You can bring the bill back from the discard pile in Ledger › Expenses.

It says there's no bill, but there is. The strip reads No bill found in this email. Click Scan it anyway and Talisk looks again straight away. Your ruling sticks: a later scan can't quietly go back to hiding it.

It didn't say anything at all. Most emails show no strip. Open the email and click Scan for a bill in the toolbar under the message; it works on any email, including one from a sender you've blocked for bill scanning.

You marked it "not a bill" by mistake. The strip reads Marked not a bill. Click Undo and the extract button comes back, so you can decide whether to scan.

Blocking a sender

After you mark an email "not a bill", Talisk offers Block sender too, which stops it scanning that vendor's mail for bills entirely. That's a separate, deliberate choice: marking one email never blocks a sender by itself. Undo reverses the "not a bill" mark only. To unblock a sender, go to Ledger › Vendor rules.

Good to know: Extracting creates a draft bill that still needs review and approval in Ledger › Expenses: it doesn't post the expense on its own. The strip above the message only appears when the email has an attachment or Talisk detects the body is a receipt, but Scan for a bill in the open email's toolbar works on any email. All of this is in the open email, not the inbox list. Marking an email "not a bill" never blocks the sender on its own: blocking is a separate choice you make afterwards, and it is removed in Ledger › Vendor rules, not by Undo.

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