You can allow any member of your company to email invoices and receipts for automatic processing.

  1. In the dashboard menu, click Settings and then click Members.
  2. Find the member for whom you would like to enable email submission, and click the Manage button.
  3. Set the Document Scanner email switch to the ON position.

The user’s capture email address will be shown in the dialog. This is the address TO which they should email invoices and receipts. It will also be shown to them on their My Expenses page.

Members with access can now send invoices and receipts via email to the address created for them, and these will be processed by us.

Removing user access

To disable a user’s access, follow the steps above and set the Document Scanner email switch to the OFF position.

Configuring the email subdomain

You can change the subdomain part of the email address that members use to submit documents to Document Scanner. This is the part directly after the @ symbol (before expend.mail).

Please note: This will apply to all email address that members use to submit documents to Document Scanner, including Document Scanner email templates.

  1. In the dashboard menu, click Settings and then click Members.
  2. Click Configure Subdomain.
  3. Make the necessary changes and then click Update email
  4. Ensure that members are informed about changes the email address they should use for submitting documents.
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