Attaching an Email to an Expense
I've tried a couple of times to attach an email to an expense, but it won't take. Whenever I drag the email over to the expense, it tells me to drop it, but when I do nothing happens. If I forward the email to [email protected], it doesn't find the corresponding expense, Instead, it creates a new expense in a report under my name, rather than finding it in another employee's report.
Best Answer
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,364 Expensify TeamHi @Brandon_CP2, thanks for posting. You should be able to drag and drop an image file into an expense in your Expensify account. We recommend using PDF, .jpg, or .png files.
I have not tested uploading the body of the email using drag and drop but I'm nearly 100% positive this isn't something we support, sorry about that.
Answers
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Hi @Brandon_CP2 - what type of file are you trying to upload? if the email the receipt you are trying to have read by [email protected]?
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@Aussiebandit In this last case, it was in the body of the email itself. Other times, it may be a pdf attachment.
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- Outlook doesn't support drag and drop to web but you can download an add-in such as Outlook2Web. The file type could also be a problem (Accepted File Types).
- To send an expense into another employee's account you have to be their copilot. As their copilot, you can send the email to [email protected] and put that employee's email address in the subject line of the email.
