Forward receipts by email

Forward a receipt or invoice from your inbox to your personal Traackly address, and it becomes an expense. Email forwarding is included on the Scale plan.

Set it up

1. Open Email in the sidebar (on a phone, in the bar at the bottom).
2. Click Generate Forwarding Address. Your address looks like receipts+…@traackly.com and is switched on straight away.
3. Click Copy, then forward a receipt to it.

The page also has step-by-step guides for setting up automatic forwarding in Gmail and Outlook.

What gets processed

• Attachments: photos in JPG, PNG, HEIC or HEIF up to 10 MB, and PDFs up to 10 MB. HEIC photos from iPhone are converted automatically.
• One expense per email. If an email has several attachments, Traackly looks at the first three and picks one, preferring a file named like an invoice, and a PDF over a photo. Forward each receipt in its own email.
• No attachment? Traackly reads the text of the email itself, for example an order confirmation.
• The attachment is saved with the expense, so you can view it later.

Limits

• Up to 10 forwarded emails a day (UTC), including emails that are rejected.
• Each forwarded email uses one of your monthly Smart Scans.

If a limit is reached, the email is returned to the sender with an explanation, so nothing is lost silently.

Choose a workspace

With more than one workspace, choose which workspace forwarded receipts go to. Otherwise they go to your default workspace.

Email activity

The Email Activity list shows every forwarded email with its status: Processing, Completed, Failed or Rejected. Hover over a status to see why. Click View expense to open the expense it created.

Common reasons an email is rejected:

• The email had nothing that looks like a receipt.
• The same email, or an expense with the same merchant, amount, date and currency, was already added.

Pause or change your address

• Use the Email Forwarding switch to pause forwarding. While it is paused, emails to your address are returned to the sender.
• Click Regenerate to get a new address, for example if your address was shared by mistake. The old address stops working immediately. You can create a new address up to 5 times a day.

If you leave Scale

Your forwarding address is removed, and emails sent to it are returned. If you come back to Scale, you get a new address.