Add receipt/document via email
To email receipts or documents to your Excel template, forward the email containing the document to your Excel template.
To which email address do I send documents that should appear in my Excel template?
You can find the email address of your Excel template in your “Getting started…” email and in the sidebar of your Excel template.
ℹ️ see also “Where can I find the email address of my Excel template?”
How can I forward documents to my Excel spreadsheet?
Select the email with the document as an attachment in your email program.
Forward this email and select the email address of your Excel template as the recipient.
Open your Excel table and go to the desired list of documents (e.g. incoming invoices).
Once your email has arrived, the document will automatically appear in the sidebar.
In the sidebar: Click the plus icon next to the document to add the document.
How can I forward documents automatically to my Excel spreadsheet?
As an internal forwarding
Create a forwarding rule in your email program so that a copy of the relevant emails is automatically forwarded to the recipient address in your Excel spreadsheet.
New emails that match the rules you set are automatically forwarded.
As a digital invoice inbox for suppliers
Create a new email address in your organization, e.g. [email protected]
Create a forwarding rule in your email program so that a copy of emails to this address is automatically forwarded to the recipient address in your Excel spreadsheet.
Inform your suppliers about the new email address for receiving receipts.
New emails sent to the receipt email address are automatically forwarded.
I forwarded an email to my Excel spreadsheet, but no document appears. What can I do?