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!
💡 Zevoy automates and simplifies receipt management, helping you save time and minimize manual work.