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 on the My Expenses page, inside the Document Scanner area. (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, click Add Documents at the top of the page to see the email addresses available to you (under Send through email.)
To submit a document by email:
Send documents to the required email address for processing. We'll look for invoices in the attachments as well as the body of the email.
After emailing the document, go to your My Expenses page to check on its progress.
When we've finished processing the document, you will find it in your inbox as a Financial Document. Click the document to create any type of expense as required. For more details, see the following: Creating expenses from existing documents