How-to: Email Receipts as a Copilot

Nicole Trepanier
Nicole Trepanier Expensify Team Posts: 498 Expensify Team
edited November 2020 in How-to Docs

Because emailing receipts to sends the receipts directly to the account tied to the senders email, there is an additional step you need to take when sending receipts as a copilot.

  1. Click forward on the email and address it to 
  2. Add the email address of the user whose account you want the receipts to go to in the subject line 
  3. Click Send

As long as you are a Copilot for this user, the receipts will be placed in their account and can be found on the Expenses page.

Can the Copilot's Secondary Logins be used to forward receipts?

Yes! A Copilot can use any of the email addresses tied to their account to forward receipts into the account of the person they're assisting.

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