You can email invoices and receipts for automatic processing. Our Document Scanner will extract the relevant details from the document using text recognition, and you can then create an expense claim, invoice or cash report in just a few steps.
Depending on your organisation’s setup, there may be different email address available for this:
A personal email address, with your name before the @ symbol. If it has been enabled, you’ll see this email address in the web app under Inbox → Add Documents → Send through email. (Administrators: find details here.)
Addresses for Document Scanner email templates. These templates contain default values for specific fields. Expenses created when you send documents to one of these email addresses automatically contain those values.
(Administrators: find details here.)
In the web app, open Inbox and select Add Documents to see the email addresses available to you (under Send through email.)
To submit a document by email:
Send receipts or invoices to your personal or the appropriate template email address. The scanner processes attachments and documents within the email body. You can include multiple attachments; supported formats include PDF, JPEG and PNG, with a maximum size of 5 MB per attachment.
After emailing the documents, check your Inbox.
When we've finished processing the document, you will find it in your inbox as a Financial Document. Open the document to complete the expense details. If it is missing, contact support through the in-app chat with the time you sent it and any error message. Avoid repeatedly forwarding the same document while the team investigates. For more details, see the following: Creating expenses from existing documents
If you regularly receive receipts or invoices via email that you then forwarded to Expend’s Document Scanner, you could consider setting up rules with your email provider to automatically have these emails forwarded to the appropriate Document Scanner email address. For more information, please see the following: Email forwarding rules