The Synced for Outlook add-in brings the full power of Synced into your Outlook inbox. Users can submit, view, and publish expenses without ever leaving their email—streamlining workflows and boosting productivity.
Installing The Addin
Installation is simple. Just visit the listing in Microsoft AppSource and click "Get it now." Follow the prompts to select your Microsoft profile and complete the installation.
Loading The Addin
Once installed, load the Synced add-in by clicking the Synced icon in your Outlook toolbar. You’ll be taken to the standard login screen—use the same credentials you use for Synced’s web or mobile apps.
Navigating The Addin
Click the 📌 at the top of the add-in to keep Synced visible as you move between emails. This removes the need to reload the add-in each time you switch messages.
The Outlook add-in includes several key functions:
Org Selector – Choose the organization you want to work in (if you belong to more than one).
Attachment Submission – Quickly submit invoice or receipt attachments from emails.
Upload Document – Manually upload a file from your device to process through Synced.
Support
Need help? Access our support team directly from the add-in by clicking on the chat icon in the bottom right of the page
