Microsoft 365Managed plan

File expense receipts

Save receipt image and PDF attachments from a mailbox into SharePoint.

STEP BY STEP

Follow the workflow

Work from top to bottom. A screen link appears when the workflow moves somewhere new.

01
Add receipt filing
On Get set up, choose Expense receipts and select the mailbox that receives receipts.
Open this screen/dashboard/onboarding
02
Choose the SharePoint destination
Select the SharePoint site and optional folder where receipt attachments should be stored.
03
Save and let it run
Add the automation. It checks unread messages for common image and PDF attachments about every 15 minutes.
04
Verify the result
Open the destination folder and the automation activity. This workflow files the attachments; it does not create an expense claim or accounting entry.
Open this screen/dashboard/managed

TROUBLESHOOTING

When it does not work

A failed read, an empty account, and an unavailable feature are different states. These are the real ones this workflow can show.

A receipt did not appear+

What it means: The message may already be read or the attachment type may not be supported.

What to do: Confirm the message is unread and attach the original image or PDF, then wait for the next run.

The wrong file was collected+

What it means: An unread message in the watched mailbox contained a supported attachment.

What to do: Use a dedicated receipts mailbox and remove the file from SharePoint if it is not a receipt.

The automation cannot write to SharePoint+

What it means: The destination moved, was renamed, or the Microsoft grant no longer permits access.

What to do: Open Manage, reselect the destination, or reconnect Microsoft 365.

Steps last checked against the product on September 11, 2026. If the screen no longer matches, report the guide.

All guides

Microsoft 365Managed plan

File expense receipts

Save receipt image and PDF attachments from a mailbox into SharePoint.

STEP BY STEP

Follow the workflow

Work from top to bottom. A screen link appears when the workflow moves somewhere new.

01
Add receipt filing
On Get set up, choose Expense receipts and select the mailbox that receives receipts.
Open this screen/dashboard/onboarding
02
Choose the SharePoint destination
Select the SharePoint site and optional folder where receipt attachments should be stored.
03
Save and let it run
Add the automation. It checks unread messages for common image and PDF attachments about every 15 minutes.
04
Verify the result
Open the destination folder and the automation activity. This workflow files the attachments; it does not create an expense claim or accounting entry.
Open this screen/dashboard/managed

TROUBLESHOOTING

When it does not work

A failed read, an empty account, and an unavailable feature are different states. These are the real ones this workflow can show.

A receipt did not appear+

What it means: The message may already be read or the attachment type may not be supported.

What to do: Confirm the message is unread and attach the original image or PDF, then wait for the next run.

The wrong file was collected+

What it means: An unread message in the watched mailbox contained a supported attachment.

What to do: Use a dedicated receipts mailbox and remove the file from SharePoint if it is not a receipt.

The automation cannot write to SharePoint+

What it means: The destination moved, was renamed, or the Microsoft grant no longer permits access.

What to do: Open Manage, reselect the destination, or reconnect Microsoft 365.

Steps last checked against the product on September 11, 2026. If the screen no longer matches, report the guide.

File expense receipts

Add receipt filing

Choose the SharePoint destination

Save and let it run

Verify the result

Connect Microsoft 365

File invoice attachments

File expense receipts

Add receipt filing

Choose the SharePoint destination

Save and let it run

Verify the result

Connect Microsoft 365

File invoice attachments