Zevoy’s automatic receipt processing simplifies expense management by linking receipts received via email to the correct expenses – all without manual work.
How to send a receipt for automatic processing:
Copy your personal Zevoy email address from your user profile in the app.
Locate the receipt received from the merchant in your email inbox.
Forward the receipt to your personal Zevoy email address.
If a match is found, the receipt will be added to the corresponding expense automatically.
If the email includes a PDF attachment, the system will attempt to automatically link it to the expense.
If there is no attachment, our system will try to create a copy of the email and use it to generate the receipt.
If needed, add the missing expense details, i.e. category, VAT and tag and lastly, Submit!
Cardholders for multiple organizations – what to keep in mind?
📌 Each company has its own email address – make sure you use the correct address so your receipt is matched to the right expense and organization.
What Happens if a Receipt Can’t Be Matched to an Expense?
If the system can’t find a matching expense, the receipt will be moved to the Receipts folder in the Zevoy app's front page. You can also view unmatched receipts in the My Zevoy view on a desktop browser. If you are an Admin user and want to switch to the My Zevoy view, you can find instructions here.
Open the folder, select the receipt, and manually assign it to the correct expense – and you’re done!
Please note that this feature is only available for Zevoy card expenses. If you want to link a receipt to an expense claim you have created, you will need to manually add the receipt to the claim.
💡 Zevoy automates and simplifies receipt management, helping you save time and minimize manual work.
Add your receipt email as your billing address or set up autoforward rules
Locate your receipt email from the Zevoy app and copy. You'll find it in the app from your user details. Here’s a couple of options on how to get your email receipts directly to your expenses:
Forward the receipt directly from your email inbox simply by clicking forward and add the receipt email as a recipient.
Set up auto-forward rules from your Gmail inbox or your Outlook / O365 inbox.
Add the receipt email as billing address directly to the merchant’s details.
If a merchant sends an email verification request to enable receipt delivery, the message will appear in the Zevoy app and the "Unlinked Receipts" folder in My Zevoy. Please note that verification is best completed via My Zevoy, as it allows you to click the links contained within the message.