How-to: Use SaneBox to automatically forward receipts to receipts@expensify.com

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Sonia Liapounova
Sonia Liapounova Expensify Success Coach - Admin, Expensify Team Posts: 210 Expensify Team
edited August 2020 in How-to Docs

Create an Expensify folder in SaneBox to automatically forward all e-receipts to Expensify, and SmartScan will create expenses from these receipts.

In SaneBox:

  1. Go to the SaneBox Dashboard and click Folders & Features
  2. Click Add new custom training or forwarding folder
  3. Name the folder and check Enable forwarding from this folder
  4. Under Domain or service choose Expensify and under Forward choose New emails. When you add an email from a service provider to your new Expensify folder, all future email receipts from that service provider will be automatically sent to Expensify!
  5. Keep making purchases, and we'll do the rest! If you have a credit card linked to your Expensify account, then SmartScan will take it from here and merge your receipts with any matching credit card expenses.
Image of Sane Box 'Folders & Features' page with 'Add new Custom forwarding folder' highlighted at the lower part of the window
Image of SaneBox custom folder settings with 'Enable forwarding' highlighted, and the Name field and Create button highlighted
Image of SaneBox folder settings with the Domain set to expensify.com and the email set to receipts@expensify.com. With an arrow highlighting the 'Forward to this address' button.

If your company policy has our automated features enabled, you won't have to lift a finger to submit this expense. Enjoy all the time-saving Expensify can offer! Check our guide to learn how.

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