Email Receipt Forwarding
  • 31 May 2024
  • 1 Minute to read
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Email Receipt Forwarding

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Article summary

How Email Receipt Forwarding Works

Using the email linked to your Easy Expense account, send or forward emails to:

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

Receipt forwarding email example.png

  1. Forward an email or email your PDF file(s) to (must be from your Easy Expense email). The subject line will be the vendor name.

Email forwarding new transaction.jpeg

  1. Tap the Transactions Review section (via the "Transactions" or "Dashboard" tab).

Transaction Review Example.jpeg

  1. 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)
  2. 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"

Edit Screen Example.png

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