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Watches a mailbox for receipts — photos as well as PDFs — reads the merchant, amount, and date, and files each one into SharePoint by year and month.
With your tenant connected, stage 2 shows the Expense receipts card, next to Invoice filing — the two share a shape and can share a SharePoint site.
Choose the address your team sends receipts to. If it is missing from the list, open 'Not in the list? Type it instead' and type it — shared mailboxes often do not appear.
Pick the site to file into, or type the bare host and the site path if no list appears.
Leave Folder name blank to use Receipts. Files land under this folder, sorted into year and month subfolders.
The 'Also mark non-receipt mail as read' box is off by default, which leaves other people's mail untouched. Tick it on a dedicated receipts mailbox to keep the inbox tidy.
The automation appears in the Live list and runs on its own — new receipts are filed within about 15 minutes.
A forwarded confirmation email or a photograph of a till slip both work: PDF, JPG, PNG, HEIC and similar image formats are all accepted. Each receipt is filed by year and month, named with the merchant and the receipt date.
These are the real states you can hit, and they are not the same thing: an empty list, a read that failed, and a feature that is not built are shown differently in the app on purpose.
What it means: No run has been recorded yet. The sweep runs every 15 minutes, so a new automation shows this for one cycle at most.
What to do: Refresh after a quarter of an hour.
What it means: The last run could not complete — most often the SharePoint host or site path does not resolve.
What to do: Press Edit on the row and correct the site. The change takes effect on the next run.
What it means: Only unread messages with an attachment are examined. A receipt pasted into the mail body, or a message someone opened before the sweep, is not picked up.
What to do: Send the receipt as an attachment, or mark the message unread for the next sweep.
What it means: Each message examined spends one AI action, and the sweep pauses rather than spending past your plan's monthly allowance.
What to do: It resumes when the allowance resets. If it happens every month, upgrade the plan.
Steps last checked against the app on August 25, 2026. If a screen no longer matches this guide, tell us — a stale guide is a bug.