For any invoices received via email, you can forward these to ExpenseIn where they'll be uploaded to the Draft section in the Finance area of the Invoicing module for your Finance team to manage.
Note: If a user has the 'Add & Submit Invoices' permission turned on in their user profile, emailed invoices will be uploaded to the user's My Invoices area instead.
How to email an invoice to ExpenseIn
To forward your emailed invoices to ExpenseIn, follow the steps below:
1. Forward the email containing your invoice to invoices@expensein.com.
2. Once your invoice has been uploaded, you'll get an email notification.
3. ExpenseIn will scan your emailed invoice(s) and upload them to your Draft Invoices section within the Finance area.
Note: Emailed invoices can be identified by viewing the invoice history.
How does the feature work?
ExpenseIn will look for PDF file attachments or, if there are no attachments, will automatically convert the body of the email into a PDF document.
The system will add the invoice(s) to your account by recognising your registered ExpenseIn email address.
Note: Screenshots or other embedded images of invoices should not be emailed in this way and will not appear in the created PDF file.
How to add alternative email addresses
You may want to register additional email addresses to send your invoices from. This can be useful if you receive invoices to your personal email address.
To add alternative email addresses for emailing invoices to ExpenseIn, follow the steps below:
1. Click the Profile icon in the top right corner of your account.
2. Click My Profile.
3. Select Alternative Email Addresses from the list.
4. Click New Email Address and enter the 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 invoices as a linked account user
If you're a linked account user, you can specify the linked account you'd like your invoice to be uploaded to by adding the required linked account number in front of the email address invoices@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 invoices directly to the latter linked account by emailing these to 100001.invoices@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 an invoice, the system will use the default account set in your My Profile area.