You can create an expense from emails and convert emails into receipts by forwarding your emails to firstname.lastname@example.org. If you are not based in the USA or Canada, you should forward you emails to email@example.com.
Once you forward the email, we will process it within the next 10 minutes and you will get an acknowledgment by email as shown below.
If your company has subscribed for optional "Artificial Intelligence" based OCR for scanning receipts, we will also scan your email for Amount, Merchant and Date. And you will see the email receipt under "Receipt Box" section.
Generally, a receipt by default goes to the receipt box. if you do not see your receipt in the receipt box, please contact firstname.lastname@example.org
Some of the older users of the app might not see the email under Receipt Box, they would instead see it under Expenses--> Email tab --> Pending Tab on mobile or under Expense Reports -->Expenses --> Pending tab.
Please keep the following things in mind while using this feature -
1) If you have a PDF attachment on the email, we download that and attach it as a receipt to the expense that we create for you.
2) If the email has not attachments then we take the text / HTML from the email body and convert it into a PDF and attach it as a receipt to the expense that we create for you.
3) In order to default certain fields like Project, Department etc on the expense lthat are created by forwarding an email, please make sure on the web you set default expense parameters (settings -> Set Default Transaction), as these will be used to auto-populate some of the fields on an email expense. (optional step)
4) If your email contains keywords like "Total" or "Fare" we will parse the amount following such keywords and auto-populate the amount field on the email expense we create for you. However, if your company has subscribed for optional "Artificial Intelligence" based OCR for scanning receipts, we will scan your email and auto-populate fields like Amount, Date and Merchant.