Expense Inbox: How to Forward Expense Emails

Overview

Basic Email Format

Step-by-Step Instructions

1. Receive a Receipt

• This can be a PDF invoice, image, or forwarded email from a vendor

2. Forward to Your Expense Inbox

• Open the email
• Click "Forward"
• Start typing "exp" in the "To" field and select your inbox address (your expense inbox contact should auto-complete)

3. Add the Job Number

• In the subject line, include the job number
• Format: #235

4. Send

• Click send and you're done!
• You'll receive a confirmation email within minutes

What Happens Next

1. Receipt Received - Our system receives your forwarded email
2. AI Processing - AI extracts vendor name, amount, and date from attachments
3. Job Matching - The job number is matched to the correct job in Jobber
4. Expense Created - A new expense is created in Jobber with the receipt attached
5. Confirmation Sent - You receive an email confirming the expense was created

Tips for Success

✅ Do:

• Include job numbers in the subject line
• Attach clear, readable receipts
• Forward receipts as soon as you receive them

❌ Avoid:

• Leaving the subject line completely empty
• Attaching unrelated files

Multiple Receipts

You can attach multiple receipts to a single email! The system will:

• Combine all attachments into a single PDF
• Extract data from each receipt and sum the total expense amount
• Attach the combined PDF to the expense in Jobber