1. Forward the Email
Forward any email containing expense details to your unique email forwarding address. This can include:
Emails with expense receipts as attachments (eg a PDF invoice from a vendor)
Emails where the expense details are included in the body (eg an email Uber receipt)
Note: If you are unsure of your unique forwarding address, please contact your administrator.
2. Wait for Processing
Allow up to 90 seconds for the email to be analyzed and the associated expense details to be processed. During this time, Synced will extract the relevant information from the email or its attachments.
3. Check Your Inbox
Once the processing is complete, the expense record will appear in your Synced Inbox. From there, you can review and manage the expense as needed.
Tips for Best Results
Ensure the email subject and content are relevant to the expense to improve processing accuracy.
Avoid forwarding emails with multiple unrelated attachments.
Confirm your unique forwarding address is correctly set up.
By using email forwarding, you can quickly submit expenses without needing to manually upload receipts. If you encounter any issues, please reach out to our support team.