Email Receipt Forwarding
- 31 May 2024
- 1 Minute to read
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Email Receipt Forwarding
- Updated on 31 May 2024
- 1 Minute to read
- Print
- DarkLight
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How Email Receipt Forwarding Works
Using the email linked to your Easy Expense account, send or forward emails to: upload@easy-expense.com
To check the email linked to your Easy Expense account, tap the gear icon (top left) ➜ tap "Account". Your email will be under your account name.
Emailed receipts are uploaded to your "Transactions Review" after it finishes processing. You'll receive a success or fail email in response.
Emailing multiple PDF files through a single email will create a single expense with all the attached PDFs.
We currently support emails with:
- PDF file(s)
- Text and images inside the email (not attached as a file)
Forwarding Email Receipts
To upload receipts via email
- Forward an email or email your PDF file(s) to upload@easy-expense.com (must be from your Easy Expense email). The subject line will be the vendor name.
- Tap the Transactions Review section (via the "Transactions" or "Dashboard" tab).
- While reviewing the transaction, you can tap any field to edit. Some commonly edited fields are highlighted in the above photo (vendor name, category, and workspace)
- Tap "Save" when done editing
Editing Transactions
After saving your forwarded receipt, you can edit it at any time to review or change any details.
To Edit Transactions:
1. Tap the transaction
2. Tap any field you want to edit
3. Make the desired change
4. Tap "Save"
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