Step 1: Email Receipts to Zudello
The quickest way to get receipts into the system without logging in is via email.
Steps:
- Find Your Expense Inbox Address:
- Log in to the Zudello web application.
- Click the company menu (top right) > Settings.
- Click Mailboxes in the left sidebar.
- Locate the inbox designated for expenses (e.g., "Expenses Inbox") and note the email address.
- Tip: Save this address to your email contacts for easy access. If you can't see Mailboxes, ask your administrator for the correct address.
- Compose Email: Create a new email from the address associated with your Zudello user account.
- Attach Receipts: Attach one or more receipt files (PDF, JPG, PNG etc.) to the email.
- Send: Send the email to your Zudello expense inbox address found in step 1.
What Happens Next?
Zudello receives the email, extracts the attachments, and creates individual expense documents in the Expenses and Travel > Expenses submodule. They will initially be in Scanning status, then move to Ready or User Review.
Next Step: Code and Validate Expenses in Zudello
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