Email receipts to your workspace

Set up forwarding

1. 1

   Open Settings

   Choose Expenses, then Email forwarding.

2. 2

   Create your address

   Generate the private address for the active workspace.

3. 3

   Forward a receipt

   Send a merchant receipt email or an email with a receipt attachment to that address.

Allowed senders

Allowed senders protect your workspace from unwanted mail. Messages from a new sender may wait for your decision instead of creating an expense. Review waiting messages in the same Email forwarding settings, then accept or reject them.

Review forwarded receipts

An accepted email enters the ordinary capture workflow. Open the resulting expense, check the source evidence and extracted details, and correct anything marked Needs Review.