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Forward a receipt or invoice via email
Forward a receipt or invoice via email

Tax - Advisor - Invoice - Receipts - Forwarding

Updated over a month ago

Receipts or invoices in your email inbox can now be forwarded to Kontist via email. We will automatically attach them to the right transaction.

  1. Simply forward your receipt or invoice via email to receipts@kontist.com.
    No need for a special email subject or comment.

  2. Thanks to intelligent text recognition, we automatically match your receipt to the correct transaction.

  3. As soon as the receipt was matched successfully, you will receive a push notification that links you to the transaction.

Can I forward multiple attachments by email?

Yes, you can send multiple receipts or invoices in one email.

Does it apply only to expenses or also to income?

This applies to expenses and income.

Does it also work with receipts whose transaction has not yet been done?

Yes, receipt matching works for future payments as well. We store the receipts in our database until a matching transaction appears on your account.

What happens in case of unmatched receipts?

If it cannot be assigned automatically, we will inform you by email.

Can I whitelist other email addresses for forwarding?

You can authorize multiple email addresses for receipt forwarding. If you send the receipt from an unknown email address, you will get email instructions on how to whitelist them.

What file types are accepted?

Accepted file types are PDF, PNG, JPG, JPEG, TIFF.

If you want to send us a zip file, use the document upload function in the app. (NB: This is only available for tax service customers).

How can I automate the forwarding of receipts?

Create an email folder where you collect all your digital invoices and receipts that are relevant to your business. Set up an automatic forwarding in your email settings that takes effect when the following conditions are met:

  • The text contains “Invoice” or “Rechnung”

  • The email has an attachment

If you wish that only emails from a certain folder are forwarded, you have to add this to the filter.

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