ExpenseMonkey is all about making expense tracking effortless, and our Email to Expense feature is a perfect example. Simply forward your receipts to a dedicated email address, and we'll automatically extract key details so your expenses are recorded without any extra hassle.
How to Activate Email to Expense
- Go to Settings:
Open your ExpenseMonkey workspace and navigate to Settings. - Access Integrations:
Click on Integrations and select Email to Expense. - Activate Your Dedicated Email:
Once activated, you'll get a unique email address where you can forward your receipts.
How It Works
- Easy Forwarding:
Whether it's a photo of a physical receipt or a digital invoice, simply email it to your dedicated address. - Automatic Extraction:
Our smart system will pull out key details—like totals, tax, and vendor information—automatically creating expense entries. - Streamlined Management:
No more manual uploads or data entry. Your forwarded receipts are organized and ready for review and export.
Best Practices & What to Avoid
- Single Receipt per Email:
For optimal processing, send one receipt per email. Multiple files in one email will cause processing issues. - Avoid Password-Protected PDFs:
Ensure that the files you forward aren't password-protected, as these cannot be processed automatically. - Clear Images:
Use well-lit, clear images to help our system accurately extract the details from your receipts. - Consistent Email Address:
Always send receipts from the same email address to maintain consistency and avoid any syncing issues.
Notifications & Troubleshooting
If for any reason the expense creation process doesn't work as expected, you'll receive a notification email letting you know there was an issue. This way, you can re-send the receipt or check the file format to ensure it's suitable for processing.
Need More Help?
Our goal is to make expense tracking as seamless as possible. If you run into any issues or have questions about using Email to Expense, our support team is here to help at support@expensemonkey.io.
Enjoy the simplicity and efficiency of managing your expenses—one email at a time!
