Managing expenses can be a daunting task, especially for individuals and businesses trying to maintain an organized system for tracking and reimbursing expenses. Expensify is a user-friendly app that simplifies the process by providing an easy way to manage receipts and expenses. One of the easiest ways to get your receipts into Expensify is by emailing them. Here are six ways to email receipts directly to your Expensify account.

1. Forwarding Receipts from Your Email Account

After signing up for an Expensify account, one of the most straightforward ways of submitting receipts is by forwarding them directly from your email account. Simply forward any emailed receipt to [email protected], and it will automatically upload to your account. Ensure that the forwarded email includes an attachment or image of the receipt so that the information can be scanned and recorded.

2. Sending Photos of Physical Receipts

For physical receipts, use your smartphone or other camera-equipped device to capture an image of each receipt. Afterward, email the photos as attachments from your registered email address to [email protected]. The app will then scan and upload these images into your account.

3. Using a Custom Email Address

If you prefer not to use your primary email address when forwarding receipts, create a unique custom email for Expensify under the account settings menu. This custom address can then be used to receive and store receipts in your account while keeping your work or personal email separate.

4. Utilizing CC and BCC options

You can include multiple email addresses when sending a receipt via the CC or BCC fields to streamline submission amongst team members who also need access to the expense report. Just make sure that one of the recipients is [email protected] to guarantee proper processing.

5. Automatic Forwarding with Gmail Filters

For Gmail users, set up filters that automatically forward receipts from particular vendors to your Expensify account. To do this, create a filter using keywords or sender addresses and input [email protected] as the forwarding address.

6. Submitting Receipts from Shared Inboxes

If multiple people in your business or organization handle email receipts, you can automatically import all expenses from a shared inbox by connecting it with Expensify. After configuring this feature in the app, any emailed receipts sent to the shared mailbox will be automatically uploaded to each individual’s account for easy access.

In conclusion, Expensify offers several effortless methods to email receipts directly to the app. These options allow individuals and businesses to easily organize and manage their expenses more efficiently, saving valuable time and resources in the process.