Transaction import from Wells Fargo paused. Please visit our status page for more details and to subscribe to updates.
How-to: Email Receipts as a Copilot
Because emailing receipts to [email protected] 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.
- Click forward on the email and address it to [email protected]
- Add the email address of the user whose account you want the receipts to go to in the subject line
- 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.