Send a receipt the way that suits you: drop it on a new expense, upload it with other documents, email it to your workspace address, or text a photo to the workspace number.
Finofo reads each receipt, fills in the merchant, date, amounts, tax and line items, and prepares the expense for you to check and submit.
On New card expense and New reimbursable, "Each file becomes its own expense." Upload documents takes receipts along with other documents: "Documents are processed and classified automatically. Only upload purchase orders, invoices, packing slips, and expense receipts."
Every workspace has one email address and one text number, shown on the Upload documents page with a copy icon beside each, for example ap.ridgelinecoffee@inbox.finofo.com and +1 (403) 555-0160. Forward a receipt by email or text a photo of it. Emailed and texted files arrive in the Inbox, where sender rules decide whether they are processed straight away or wait in Needs review. For most receipts you only confirm what Finofo has already filled in.
Each method below shows how it works, followed by what it accepts.
1. Open Expenses > Card expenses and click + (New card expense), or open Expenses > Reimbursables and click New reimbursable.
2. Drop the receipt on the page, or click Browse files.
3. Check what Finofo read, add coding, and submit for approval.
1. Open + > Upload documents and copy the workspace address or number.
2. Email the receipt as an attachment, or text a photo of it to the number.
3. Open Expenses to find the new expense, then check it and submit it.
PDF, JPEG, JPG and PNG, up to 25 MB per file.
Finofo reads it and turns it into an expense for you to check.
It may be waiting in the Inbox for review. Ask your administrator to check Needs review.
On the Upload documents page, and in Settings > Inbox > Addresses.
