For any invoices received via email, you can forward them 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 you have access to the My Invoices area, your invoices will be uploaded to the Draft section there 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 receive an email notification.
3. ExpenseIn will scan your emailed invoice(s) and upload them to the Draft Invoices section within the Finance area or My Invoices, depending on your user permissions.
Note: Emailed invoices can be identified by viewing the invoice history.
How does the feature work?
ExpenseIn looks for PDF attachments in your email. If no PDF attachments are found, the email body is automatically converted into a PDF document.
The system adds 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, as they will not be included in the generated PDF file.
If you have a .docx or .xlsx file, you can upload it manually via the My Invoices or Finance area of the Invoicing module. Support for scanning these file formats is dependent on your ExpenseIn subscription plan.
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 emailed 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 > 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 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.