Automatically File and Forward Email Receipts

How to automatically file inbound receipts in your Receipts folder and forward them to shoeboxed.com, expensify.com, etc.

When a receipt arrives

To teach new receipts

 

Note that since receipts can come from addresses that also send other emails, we will set up filters based on the sender address AND the subject line of the email.

To set this up:

  1. Create a new Mail Folder called "Receipts"
  2. Create a new List called "Vendors"
  3. Create a new Filter:
    • When mail arrives in folder "INBOX"
    • And From with Subject In List "Vendors"
    • Move Message to "Receipts"
  4. Create a new Filter:
    • When mail arrives in folder "Receipts"
    • Add Sender and Subject to List "Vendors"
    • Forward Message to Address "my-account-id@shoeboxed.com" (or whichever receipt management system you're using).
  5. When a receipt arrives in your Inbox for a new vendor, move it to the Receipts Folder (you only need to do this for the first one - all future receipts will be moved there automatically).

 

It's never been so achievable to organize your Inbox your way.

Email address to clean:

This tool literally changed my life. I used to get more than 100 e-mails a day, and I am now truly down to Inbox ZERO!
Manuel Baldauff, Value Associates
Brilliant addition to mobile devices as you can have a huge flexibility in how you deal with email when you're on the road.
Jordan Fleming, Gamechangers