Email-in is the easiest way to submit digital documents to Receipt Bank. Whenever you send a receipt or invoice to your Email-in address, it will automatically be extracted and added to the Costs Inbox
Receipts, Invoices or other documents can be either:
- contained in the body of the email, or
- attached to the email
In either of these cases, Receipt Bank will detect the document, extract it and present it in the costs Inbox. Please note, that hyperlinks to items in the body of the email are unable to be extracted as the extraction process is designed as read-only.
You can submit invoices or receipts of the following file types: JPG, PNG, GIF, BMP, TIFF, PDF, .zip files with images, DOC, DOCX, ODT, and RTF.
- Submitting single documents
- Submitting multiple documents
- Submitting a single PDF with multiple items
Submitting single documents
Forward any email containing your paperwork to your personal '@receiptbank.me' address.
Every Receipt Bank user has a unique, personalised, ‘@receiptbank.me’ address. An Email-in Address is established when you first create your Receipt bank account. You’ll be given the chance to specify an address (as long as it ends in @receiptbank.me). If you don’t create an Email-in address, we’ll automatically make one using your name and the name of your business.
You can view your Email-in address by clicking the green ‘Add Costs' button and into the ‘Email’ tab.
You can change your Email-in Address from the ‘My Details’ section of the 'My Profile' menu.
If you regularly receive receipts or invoices from suppliers through email, consider setting up an email-forwarding rule. This means that documents will be automatically sent on to Receipt Bank without you having to spend any time processing them.
Submitting multiple documents
If you have multiple files which describe separate financial transactions, use the email address that you use to log in to Receipt Bank to forward your documents to firstname.lastname@example.org. These will be separated and added to your inbox.
Submitting a single PDF with multiple items.
If you have a PDF where each page is a separate invoice or receipt, then you can forward those to your personal multi-item email-in address by using the '@multiple.receiptbank.me' domain.
For example, this user would forward those PDF's to email@example.com and we would separate each page of the attachment into individual items and then add them to your inbox.