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How To Make An Expense Report System for Your Clients with Receipt Bank Email-In




Receipt Bank’s email-in feature is one of the most efficient ways for your clients to submit their receipts and invoices (after our award-winning app).

But did you know that you can use it to handle expense reports and accounts payable submission with no crossed wires? Read on to find how to make an expense report system that works for you and your clients.


To enable accurate tracking of expenses, Receipt Bank creates a unique submission email address for each user. Each of your clients can have unlimited users so they can be used as a segmentation tool.

If your client has staff out on the road incurring expenses, they can each have their own user account. In this way creating an expense report takes just a couple of clicks. Just filter the Receipt Bank Inbox by the user, select the items and click on “Create Expense Report”.

Email submission also is the most efficient way for your clients to submit digital accounts payable items for the business. This is especially useful for repeat suppliers who regularly invoice the same amount.

Clients can either set up automatic email forwarding to their unique Receipt Bank email address or give the address to the suppliers themselves. This means that the invoices go straight to Receipt Bank with no hanging around in your clients’ inboxes.

The catch is that you need to keep the accounts payable submissions separate from expense submissions


You can use unique email addresses to make accounts payable just as effortless as expenses.

After all, if you have a user submitting items for expenses to be reimbursed as well as expenses for the business, you don’t want to waste time picking through items. Luckily, there is a simple solution.

Make a user for the business itself, such as

No one needs to log in as that user for staff to still forward items to that unique email address.

All personal expenses incurred by each user can be forwarded to their personal Receipt Bank address, eg

Any business expenses can be forwarded to

That means separating staff expenses and business expenses is still as simple as filtering the inbox by the user. Simple, but effective. 

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