Automate employee expenses

After you configure Enable electronic receipt inbounding, electronic receipts associated to employee expenses appear on the Electronic receipts list.

Ensure that each employee contact record has a primary email address. Receipts are associated to the email address. Also, confirm that the primary email address is associated with only one employee. Multiple employees sharing the same primary email address confuses who owns the receipt.

1. Go to Expenses > Setup > Configuration.

2. Scroll to the Electronic receipts inbounding section.

3. Choose Enable electronic receipt inbounding.

4. Select Enable email services.

5. Choose an Electronic receipt number sequence.

6. Select Save.