Save time with automated email forwarding for receipt reconciliation

The benefits of automating receipt forwarding and reconciliation

Automating your receipt forwarding process is more than just a convenience—it's a smart way to streamline your business operations. By setting up automatic forwarding rules, you eliminate the need to manually sift through your inbox for receipts, ensuring that every relevant email is promptly sent to your Thriday account. This means no more missed receipts, no more last-minute scrambles at tax time, and, most importantly, more time for you to focus on what matters: running your business.

Beyond the immediate time savings, automating receipt reconciliation through Thriday has significant financial benefits. Thriday's advanced system automatically matches your receipts with the corresponding expenses, reducing the risk of errors and ensuring that all eligible business tax deductions are accurately claimed. This can lead to considerable savings on your tax bill and provide peace of mind knowing that your financial records are always up-to-date and compliant with tax regulations.

‍

Thriday - More than just receipt reconciliation

Thriday's automated banking, accounting, and tax solution goes beyond simple receipt reconciliation. Our platform is designed to handle the full spectrum of your financial needs, from automating everyday transactions to generating comprehensive financial reports. By integrating banking and accounting in one place, Thriday ensures that your finances are always in sync, reducing the need for manual data entry and minimising the risk of errors.

With Thriday, you also benefit from real-time insights into your cash flow, automated tax calculations, and seamless BAS lodgement, all of which contribute to better financial management and a stronger bottom line. Whether you're a sole trader, freelancer, or small business owner, Thriday's holistic approach to economic management empowers you to stay on top of your business's finances with minimal effort.

Gmail - Set up automatic email forwarding for receipts

To set up automated receipt forwarding on Gmail, follow these steps:

Step 1: Access your Gmail settings by clicking the gear icon in the top-right corner and selecting "See all settings."

Step 2: Navigate to the "Filters and blocked addresses" tab and click on "Create a new filter."

Step 3: In the "Has the words" field, enter keywords such as "receipts, receipt, invoice, payment" to filter relevant emails.

Step 4: Click "Create filter" and then select the checkbox next to "Forward it to."

Step 5: Enter your unique Thriday forwarding email address in the provided field.

Step 6: Click "Create filter" to save your settings.

‍

Outlook or Hotmail - Set up automatic email forwarding for receipts

To set up automated receipt forwarding on Outlook or Hotmail, follow these steps:

Step 1: Open Outlook or Hotmail, then go to "File" > "Rules and alerts."

Step 2: In the "Email rules" tab, select "New rule," then choose "Apply rule on messages I receive" and click "Next."

Step 3: In the "With specific words in the subject or body" field, enter keywords such as "receipts, receipt, invoice, payment."

Step 4: Click "Next" and check the option to "Forward it to people or public group."

Step 5: Enter your unique Thriday forwarding email address.

Step 6: Click "Finish" to activate the rule.

‍

Setting up forwarding from multiple mailboxes

If multiple staff members are forwarding receipts, simplify the process by setting up a central business email for receipts and forwarding all emails from this address to Thriday.

Step 1: Create a dedicated email address, such as receipts@yourdomain.com.

Step 2: Set up forwarding rules from this central email address to your unique Thriday email address.

Note: You can update your linked mailbox in your email settings if needed.

Other email providers - General steps for setting up forwarding

Most email providers offer similar features to Gmail and Outlook. Here’s a general guide:

Step 1: Access your email settings and look for options related to "Rules" or "Filters."

Step 2: Create a new rule or filter that looks for keywords like "receipts, receipt, invoice, payment."

Step 3: Set the action to forward these emails to your unique Thriday email address.

Step 4: Save your settings to activate the rule.

Final thoughts

Automating your email receipt forwarding with Thriday brings the time spent on receipt reconciliation down to zero, allowing you to focus on growing your business. By leveraging Thriday's comprehensive banking, accounting, and tax solution, you ensure that every aspect of your financial management is handled efficiently and accurately, giving you the peace of mind to concentrate on what you do best.