Configure Email Receipt Forwarding

Expenses Agent creates expense items automatically when employees forward receipts to the configured forwarding email address. The agent extracts receipt details and creates draft expense items with minimal user intervention.

To use email receipt forwarding, you must:

• Enable electronic receipt processing for the business unit.
• Configure a forwarding email address.
• Enable credit card notifications.
• Schedule the Create Expenses from Email Receipts process.

Employees can include additional information in the email, such as the expense type or project details. When Email-Based Expense Completion is enabled, Expenses Agent can also request missing information by email.

Note: Expenses Agent doesn’t use the email subject line to extract or update expense information. Include all expense information in the email body when forwarding receipts or replying to Expenses Agent emails.

See How Email-Based Expense Completion Works for information about the employee workflow, supported email updates, and limitations.

Complete the tasks in the following sections to configure email receipt forwarding.