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Automatic Forwarding to [email protected]m

Rachel_R
Rachel_R Expensify Customer Posts: 1

Hi there,


I am trying to automate the receipt forwarding inside of my email to make expensing easier on my boss. I created a Google Group called [firstname][email protected][domain] and added him and I. With that group, I've requested that when he makes purchases online, instead of his email, he adds the [firstname][email protected][domain] Google Group instead, so that I will will receive the receipt as well as him.

The trick that I'm trying to implement here is adding a filter to my email that flags anything sent to [firstname][email protected][domain] and to mark it with a tag. From there, I want it to automatically forward to [email protected]

I will add either the google group or my own email to his account to accept anything forwarded from that email to be associated with his account.

I believe I have the whole system down here, but the issue is that I cannot verify the "forward-to" email since it is technically the Expensify inbox ([email protected]), and does not have a way for me to verify it.

Has anyone tried to implement something like this before? If not, is there someone I could work with to try this out?


Thank you,

Rachel

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Answers

  • Jason Li
    Jason Li Expensify Success Coach - Admin, Expensify Team Posts: 211 Expensify Team

    Hi @Rachel_R - welcome to the Community! You're correct in identifying that the "forward-to" email can't be verified - sorry about that!

    Have you considered utilising our Copilot feature instead? Your boss can add you as their Copilot, and you'll have access to view their Expensify account (and all the expenses within it). You can even take over completely and forward receipts on your boss's behalf by adding their email in the subject line, as well as create their Reports and submit them.