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Email receipts to your workspace

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Set up forwarding

  1. 1

    Open Settings

    When signed in, choose Expenses, Capture, then Email forwarding.

  2. 2

    Get your address

    Email forwarding shows the workspace you have open. If it has no address yet, choose Get an address, then choose how the address should start: A random word, or your organization and workspace names. Each option shows an example. Choose Get address. Receipts sent to the address land in the workspace shown beside Lands in, even when you switch workspaces.

  3. 3

    Forward a receipt

    Send receipt details in the email body, or attach a supported receipt image or PDF.

Anyone you share the address with sees how it starts. A random word keeps your organization and workspace names private. The ending is always random. Renaming a workspace keeps the address unchanged. Only workspaces where you can add expenses are available.

Each address shows Your address, Lands in, and Trusted senders. Copy address copies the full address. Edit opens its settings. At the bottom of Edit, under This address, Replace address gives you a new address: the old one stops working right away, emails waiting for your OK are discarded, and trusted senders are cleared. Blocked senders stay blocked. Turn off stops new mail at that address and discards emails waiting for your OK. A turned-off address shows Get a new address. Replace address and Turn off take effect after their own confirmation, without Save.

Where workspace transfer is available, confirmation can move your forwarding address. Review Forwarding address changes before confirming: it lists each address and its old and new destination. When two addresses conflict, choose Keep source address or Keep destination address. The other address is turned off and its waiting emails are discarded; both records are preserved. A turned-off address moves with you and stays turned off; choose Get a new address after the transfer to use it again. If the new destination cannot receive receipts under your role or plan, the transfer stops so you can turn off the address or choose another destination. If an emailed receipt or held email is processing, wait for it to finish before transferring the workspace. Organization-to-personal downgrade is currently unavailable; keep your current workspace or contact support.

If an older cached app asks you to refresh before managing an address, reload Mari Yangu to get the current forwarding controls. Switching workspaces never redirects an existing address.

If you leave an organization, your own forwarding address appears under Unavailable destinations in Other workspaces. You can turn it off there; former workspace details and emails stay hidden. Turning it off does not enable a new destination during this rollout.

Waiting emails at an address turned off by a transfer become unavailable only after the transfer succeeds. Daily cleanup removes their stored copies.

More than one address

Each workspace has its own address. Email forwarding shows only the workspace you have open. Choose Other workspaces to see the rest, grouped by organization, with each address or No address yet and how many emails are waiting. Choose a workspace there to switch to it, then manage or set up its address on this page. Where only one address is available, workspaces without one can't be set up yet. Each address keeps its own trusted senders, and replacing or turning off one leaves the others unchanged.

Where available, in an organization with several workspaces, your first address can move. Open Edit, change Receipts land in, choose Save, then confirm. The address stays the same, so nobody needs to update anything. Receipts already received stay where they are. Trusted senders start fresh for the new workspace; blocked senders stay blocked. The address then appears under that workspace in Other workspaces. Other addresses always land in their own workspace. An unavailable workspace never falls back to another one.

If you forward the same email again soon after changing where receipts land, it can still land in the first workspace. To send it somewhere specific, forward it to that workspace's own address, subject to its duplicate checks.

Waiting emails show the workspace chosen when they arrived. Accept or Always accept applies to that workspace, even after you change where receipts land. You still need permission to add expenses there. Your addresses and waiting emails stay available when new addresses or destination changes are unavailable.

Trusted senders

Trusted senders applies only to the address shown, not every workspace in the organization. Emails from your own account email are always trusted. To see the others, choose Show beside Trusted senders. To change them, open Edit and use Other trusted senders, then choose Save.

Emails from other senders can create expenses marked Unverified sender. If an address shows emails waiting, they have not created expenses. Choose Review, then Accept, Always accept, or Block sender for each one. Block sender discards the email and blocks future mail from that sender. Blocked senders appear under Blocked senders in Edit with Unblock. Unblocking removes the block without adding an approval. Future mail follows this address's sender approval rules.

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.

Next: Export expenses to PDF or Excel