Hi,
In an effort to become paperless, anything to do with purchase ledger, I want to make a script rule which sends to a sub folder, marks as certain category and saves attachment (90% of time PDF) in certain g:drive folder with a file naming convention.
Sub folders:
Categories:
;don't require a "Direct Category"
I'm able to use normal outlook rules for move to folder and assign category.....there's about 30 indiv rules based on supplier name etc that achieve this.
Had a look at some vba scripts but would I have to have 30 diff scripts to tag onto my 30 current move to folder/assign cat scripts. To assign the separate file name pathways?
Or can I adapt a script that knows if a email hits "Invoice" subfolder it saves to Gmail\blah\blah\Invoices.
Email hits Delivery Notes it saves to Gmail\blah\blah\Delivery Notes
File naming Convention
Date & Time received email and who supplier is. Joe Bloggs Ltd 17/09/21 11.34am
Also a way of marking if any duplicate files Joe Bloggs Ltd 17/09/21 11.34am (2)
Many Thanks
Gareth
In an effort to become paperless, anything to do with purchase ledger, I want to make a script rule which sends to a sub folder, marks as certain category and saves attachment (90% of time PDF) in certain g:drive folder with a file naming convention.
Sub folders:
- Direct
- PO
- Confirmation
- Delivery Notes
- Invoices
- Statements
Categories:
- PO
- Confirmation
- Delivery Note
- Invoice
- Statement
;don't require a "Direct Category"
I'm able to use normal outlook rules for move to folder and assign category.....there's about 30 indiv rules based on supplier name etc that achieve this.
Had a look at some vba scripts but would I have to have 30 diff scripts to tag onto my 30 current move to folder/assign cat scripts. To assign the separate file name pathways?
Or can I adapt a script that knows if a email hits "Invoice" subfolder it saves to Gmail\blah\blah\Invoices.
Email hits Delivery Notes it saves to Gmail\blah\blah\Delivery Notes
File naming Convention
Date & Time received email and who supplier is. Joe Bloggs Ltd 17/09/21 11.34am
Also a way of marking if any duplicate files Joe Bloggs Ltd 17/09/21 11.34am (2)
Many Thanks
Gareth