Forwarding receipt emails to DoubleAgent
- If you already have any receipt emails you'd like DoubleAgent to upload, make sure you forward them to DoubleAgent in order from oldest to most recent, without any gaps.
- For future receipt emails, get your email system to forward them automatically to DoubleAgent.
In each case the email must be:
- from one of your Verified Sender Addresses
- to email@example.com.
Here's a screenshot from my Fastmail account where I have a rule to forward receipt emails from Pingdom to DoubleAgent.
Forwarded emails show up on the Emails Received page in DoubleAgent within 1 minute. If they don't appear, please contact us for support. Usually the problem is that the email wasn't from one of your Verified Sender Addresses, but sometimes the system isn't able to convert an email (without a PDF attachment) into a PDF.
If you use Gmail, when you set up a forwarding rule to firstname.lastname@example.org, it will send a confirmation email to that address. Please let us know so we can confirm it for you. We plan to automate this in future, but for now it is still manual :)
Next you can set up an upload rule to automatically match the email to a bank transaction explanation.