Float helps you and your team seamlessly capture email receipts and store them in the receipts inbox. Every user on Float has a personal receipt inbox forwarding email address. Every time you send a receipt to your personal forwarding address Float will OCR and save the receipts into your personal Receipt Inbox.
Find your personal receipt inbox email address
You can find your personal forwarding email address by heading to the Receipt Inbox > pressing "Upload Receipts" > and copying the address listed in the "Email Receipts" box
Note: the receipt must be attached or in the body of the email. If the receipt is found at a link in the email, please take a screenshot of the receipt and attach it to the email before forwarding it to us.
Auto-forwarding is when you set up rules and filters within your email that automatically send a receipt to your Float personal inbox.
We've updated how we handle forwarded receipts. Users can now set up automatic forwarding rules in Gmail like this, to forward to their personal receipt inbox (which can be found by following the step above).
- Add their personal receipt inbox email to Gmail
- Create a custom filter (or forward all emails) to that new address
You can also use your personal forwarding email for your vendor billing to send the receipts directly to Float, as opposed to them sending it to your personal email and then you forwarding it along to Float.
Once you've set up auto-forwarding, check your inbox! You should get a code from email@example.com with the forwarding code to confirm.
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