Sending vouchers by email

Every Files folder has its own email address. Sending an email attachment to this address makes the file appear directly in the right folder — no manual uploading needed. This is a handy way to route, for example, purchase invoices straight into your bookkeeping as soon as they arrive by email.

Instructions

1. Open the folder you want in the Files tab

2. Copy the folder's email address from the folder settings

3. Send or forward the email with its attachments to this address from Gmail, Outlook, or another email program

4. The file appears in the folder shortly after

Tip: save the address as a contact

The folder's email address is long and hard to remember. It's worth saving it once in your email program as a contact, for example under the name "NoCFO purchase invoices". After that, you can send attachments simply by typing the contact's name.

Instructions for creating a contact:

• Gmail

• Outlook