How do I capture and forward receipts?

Forward Email Receipts to Sunrise

Forwarding receipts to your Sunrise account is a great way to keep track of your transactions. You can forward images and pdf receipts from your inbox to Sunrise using your unique email forwarding email. Ditch that drawer or bag full of receipts and put them in Sunrise.  

Once you send the email and the bill is created in Sunrise, you can categorize the expense and match it with any bank transaction.

Step 1: Navigate to the Expenses tab in the Navigation menu.  

Step 2: Select the More option.

Step 3: Here is where you'll find the unique forwarding address as well as a few other options for your convenience. 

Add this email address as a contact in whichever email program you use (Outlook, Gmail, Hotmail, etc.) Create an easy naming structure like Sunrise Receipt Forwarding . This allows you to easily look up the email next time you need to forward a receipt. 

Upload Receipts to Sunrise Through Email

Step 4: Navigate to your email.
Step 5: Compose a new email with the recipient address associated with your account.
Step 6: Attach your email receipt to the email as a jpg, pdf, png. 
Note: To send bills to your Sunrise account, please use the attachment feature of your email client instead of dragging and dropping files directly into the email.

Step 6: Hit Send
Step 7: You’ll receive an email if the upload was successful.
Step 8: Navigate back into your Sunrise Account expense and approve the bill. 

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