How to Email Receipts to ExpensePoint

Open the ExpensePoint Receipt Wallet, then Linked Email Addresses. Add the mailbox that will send receipts and complete the confirmation link from the newest verification email. The status in ExpensePoint should show that the address is verified before the first receipt send.

ExpensePoint allows additional sender addresses, but each one follows the same confirmation requirement. An expired link or an older duplicate verification message can fail. Use Resend Verification, open the newest message, and check spam if the confirmation is missing.

ExpensePoint says PDF, BMP, GIF, JPEG, PNG, TIFF, and email support previews and receipt reading, with PDF and JPEG described as the best receipt formats. The reader extracts the vendor name, date, and total amount and can mark an uploaded file as not a receipt.

Expensent currently sends PDF, JPG, and PNG attachments up to 3 MB each. Use the overlap supported by both systems, choose the clearest original evidence, and confirm that vendor, date, total, tax, and currency are readable before sending.

Email forwarding fits digital receipts already delivered to a verified mailbox. Direct web upload fits a local file. The mobile receipt scanner fits paper evidence at the time of purchase. All of these methods feed the Receipt Wallet, where the user can create an expense or verify a relationship with transaction data.

Choose the source method that preserves the clearest evidence. Email is not a reason to send decorative images or an entire unrelated thread. Scanner capture is not a reason to discard the original until the reader output and expense report have been checked.

Receipt reading happens before transaction matching. ExpensePoint compares available receipt fields such as vendor, date, total, and tax with transactions and other records. Its mobile transaction guide says a result over 80 percent is considered a true match, while also warning that OCR may not read every receipt perfectly.

Corporate card transaction data can arrive later than the receipt. ExpensePoint says match identification can take up to 24 hours. Out-of-pocket receipts do not need to wait for a card feed and can create an expense directly in a chosen report.

Verify Match is a user decision. The screen can show receipt, expense, transaction, and travel booking, and a match needs at least two relevant entities. After confirmation and report assignment, the receipt leaves the unassigned Receipt Wallet list and appears with the expense.

Connect the same mailbox that ExpensePoint lists as verified. Expensent can find current and historical receipt emails, show the source and available files, and send selected evidence from that connected mailbox to mywallet@expensepoint.com.

Expensent creates a new message with an Expensent subject and summary body. Selected files are attached, and body-only evidence appears beneath the summary. ExpensePoint controls reading and matching, so test one clear receipt and inspect the exact Receipt Wallet record before approving a recurring rule.

Review the receipt image, extracted fields, transaction, expense category, project or GL coding, policy requirements, report, and approver before submission. A receipt stored in the wallet is evidence awaiting a job, not a completed reimbursement or accounting record.

Expensent owns source discovery, review, and approved email delivery. ExpensePoint owns receipt reading, matching, expense creation, report approval, audit trail, and accounting output.