For any receipts or invoices received via email, you can forward them to ExpenseIn, where they'll be uploaded to your Unattached Receipts section.
How to email a receipt to ExpenseIn
To forward your emailed receipts to ExpenseIn, follow the steps below:
1. Forward your emailed receipts to receipts@expensein.com.
2. You can set a memo for your receipt by adding a subject to your email (optional). This will automatically be used as your expense description.
3. Once your receipt has been added to your account, you'll receive an email notification and/or a mobile app push notification depending on your personal settings.
4. ExpenseIn will scan your emailed receipts and upload them to your Unattached Receipts section on both the web portal and mobile app.
How does the feature work?
ExpenseIn looks for PDF attachments in your email. If no attachments are found, the email body is automatically converted into a PDF document.
The system adds the receipt(s) to your account by recognising your registered ExpenseIn email address.
If a receipt's date and amount exactly match an existing draft purchase expense, it will be automatically attached to that expense. If no match, or multiple matches, are found, the receipt is uploaded to the Unattached Receipts section for manual attachment.
Note:
ExpenseIn's Email-to-Receipt feature supports up to 10 PDF attachments per email. Filenames must only contain alphanumeric characters (A-Z, 0-9). Underscores (_) and dashes (-) are also supported.
Automatic receipt matching relies on automated scanning, so manual matching may still be required.
Automatic receipt matching is not displayed in the expense history.
How to add alternative email addresses
You may want to register additional email addresses to send your receipts from. This can be useful if you receive emailed receipts to your personal email address.
To add alternative email addresses for emailing receipts to ExpenseIn, follow the steps below:
1. Click the Profile icon > My Profile.
2. Click the Alternative Email Addresses subheading found in the left-hand menu.
3. Click the New Email Address + button.
4. In the pop-up window, enter your alternative email address.
5. Click Create.
Note: ExpenseIn will send you an email to verify your alternative email address. You'll see a green 'Verified' label next to your email address once you have completed your email verification.
How to email receipts as a linked account user
If you're a linked account user, you can specify the linked account you'd like your receipt to be uploaded to by adding the required linked account number in front of the email address receipts@expensein.com, followed by a full stop.
E.g. A linked user of the linked accounts 100000 ABC Ltd and 100001 ABD Ltd can email receipts directly to the latter linked account by forwarding receipts to 100001.receipts@expensein.com.
For more information on how to find your linked account number, click here.
Note: If no linked account number is present when emailing a receipt, the system will use the default account set in your My Profile area.