Material runs generate a constant trickle of order confirmations. Eighty bags of mulch here, a pallet of drywall there, each with its own delivery charge and tax line.
None of them is big enough to feel worth stopping for, so they pile up in your inbox and get entered in a batch weeks later, if at all. By then you are guessing at which project they belonged to and the receipts are wherever email attachments go to die.
Your assistant reads the order confirmation email and pulls out the structured detail: the order number, each item and its price, delivery charges and tax.
Order confirmations usually have no attachment, so it generates a receipt document from the email content itself and uploads that, giving you a source record you can open later. Then it creates the expense with each item as its own line, and hands the tax to FlipperForce to distribute proportionally.
What it will not do: this automation only adds new records. Nothing already in your project is touched.
Here is a supplier order confirmation email for my FlipperForce project at [PROPERTY ADDRESS].
Please:
1. Pull out the order number, every line item with its quantity and price, any delivery or shipping charge, and the tax
2. Generate a receipt document from the email content, since there is no attachment, and upload it to the project
3. Create an expense linked to that receipt, with each item as its own line
4. Record the order number on the transaction so I can trace it back
5. Pass the tax as a transaction level total and let FlipperForce distribute it across the lines
6. Assign each line to the closest category the project has
Show me the total before and after so I can confirm it matches the email.