LogoTailride
Settings

Skip Rules

Skip emails from specific senders or domains during invoice scanning.

Overview

Skip Rules let you exclude emails from specific senders or entire domains from invoice scanning. Unlike AI Rules, these are simple, deterministic filters — an email matching a rule is always skipped, with no AI involved.

Use Skip Rules when a sender regularly triggers unwanted invoices: newsletters with PDF attachments, internal reports, receipts you track elsewhere, and so on.

Skip Rules only affect future scans. Invoices already extracted from a matching sender are not removed.

Rule Types

Email address

newsletter@vendor.com skips only emails coming from that exact address.

Domain

vendor.com skips emails from every address at that domain, including subdomains such as billing.vendor.com.

How It Works

  • Rules apply to all your connected email sources (Gmail, Outlook, IMAP, Yahoo) and to your forwarding address.
  • Matching happens before any processing — a skipped email never reaches invoice detection and never consumes credits.
  • For forwarded emails, rules are matched against the original sender of the forwarded message, not the person who forwarded it. This applies both to inline forwards and to emails forwarded as attachments.

Managing Skip Rules

Adding a Rule

Navigate to Settings > Skip rules

Enter an email address (e.g. billing@vendor.com) or a domain (e.g. vendor.com)

Click "Add" or press Enter

You can also create rules directly from the invoice list: when you move email-sourced documents to Excluded, the confirmation dialog offers to block their senders — select the addresses you want and they are added to your Skip Rules with the move. Senders already covered by an existing rule are not offered again.

Removing a Rule

Click the trash icon next to the rule you want to remove

Confirm the deletion in the popup dialog

Skip Rules vs AI Rules

Skip RulesAI Rules
MatchingExact sender or domainNatural language instructions
BehaviorDeterministic — always appliedAI-guided — balanced with document evidence
EffectEmail is skipped entirelyInfluences how the document is processed

If you want to skip emails based on content, subject, or document type rather than the sender, use AI Rules instead.

On this page