Expense Inbox: Getting Started
What is Expense Inbox?
- Extract vendor name, amount, and date from receipts
- Match expenses to the correct job in Jobber
- Attach receipt PDFs to expenses
- Create expenses with all the necessary details
If you are managing a lot of expenses and spending tons of time entering them into Jobber, then Expense Inbox is a great solution for you. Setup is super easy and adding expenses is even more easy.
How to Use It
First, click on our tile in the Jobber app store. From there, you're redirected to our website to create an account.
When you create your account, we generate a unique email inbox address that you can forward expenses to. Copy this email address and save it to your contacts.
To automatically add expenses to Jobber, just email in a copy of an invoice or receipt. The invoice or receipt can be in the email body, or added as an attachment.
For best results, add a hashtag (#) plus the Jobber job number in the email subject line so our system can easily match the expense to the right job:
If you put "#0" (hashtag with zero), the expense will be added in Jobber as a "General Expense" not assigned to any particular job:
Test It Out
- Forward a receipt to your expense inbox email address
- Include the job number in the subject line (e.g., "#235")
- Wait for the confirmation email
- Check Jobber to see your expense created automatically