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      Email Inbox Scanning
      • 31 Oct 2024
      • 1 Minute to read
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      Contents

      Email Inbox Scanning

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      Our scanner automatically imports your email receipts into Easy Expense for review. Future emails are imported as they're received and rarely may take up to 24 hours. Imported transactions are not in your workspace yet until they are saved.

      Supported Email Providers: Google Mail (Gmail)

      For non-Gmail users, create a separate Gmail account to link and forward receipts to it for scanning. Or use email receipt forwarding.

      To Link a Gmail account

      Mobile App

      1. Tap the gear icon (top-left)

      2. Tap "Connected Accounts"

      3. Tap "Sync Email Receipts"

      4. Tap "Sign in with Google"

      After linking, it should say "Pending" and then "Active" for a successful link.

      Demo

      Web App

      At the moment, this feature is only available through our Mobile App

      Reviewing Email Transactions (Full Guide)

      Mobile App

      1. Tap the "Transactions" tab

      2. Tap the "New Transactions" section

      3. Look for an email icon under the vendor name, which indicates an email transaction

      4. Make any changes as desired

      5. Tap "Save"

      Web App

      At the moment, this feature is only available through our Mobile App

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