What to do when forwarded receipts don't show up in Expenses?
I am having this problem and don't know how to solve it. Even with all the boxes checked (unreported, open, processing, etc) and no date range, the forwarded receipts do not show up. I tried the filters "uncategorized" and "unreported" and still no luck. I send them again and the concierge tells me it's a duplicate. Very frustrating! I looked here and saw the post that explained you should select Documents selected in the Types dropdown, and thought it was the answer, but still no luck. I only ever send from my work email account or my co-pilot personal account.
Answers
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Hey @smalek, happy to help!
Sorry to hear that you're having trouble forwarding receipts to Expensify. Please note that you can send email receipts to [email protected] as long as it's from an email associated with your Expensify account. If you would like to add another email address to your account, you can add it as a Secondary Login.
Take a look at this help doc for step by step instructions for adding secondary logins.
If you are forwarding receipts as a Copilot, put their email address in the subject line when forwarding receipts to [email protected]. This will direct the receipts you upload to their account instead of your own.
If you are following the right instructions when sending receipts to [email protected] and still are not able to find them in your account, please reach out to [email protected] and provide the merchant, date and amount of the receipts in question, and we will be able to investigate this further!
Thanks!
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Is there a way to forward receipts to accounts I am not a copilot for?
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@hhuley - The other option is to add a Secondary Login. Take a look at this help doc as a reference.
