Accountable lets you forward expenses and invoices directly from your email inbox, so they are added to your account automatically. To activate this, you set up forwarding in your email client and confirm your email address with Accountable. This works with any email client, not just Gmail.
1. Set up email forwarding
Open the email client (e.g. Gmail) that you use for your Accountable login.
Click on Settings (usually the gear icon).
Look for the Forwarding and POP/IMAP option.
2. Configure your forwarding address
Add the Accountable forwarding email address:
To import expenses (e.g. online purchases, subscriptions): expenses@accountable.eu
To import revenue (e.g. e-commerce invoices, receipts): revenue@accountable.eu
Accountable will verify your email address to confirm that forwarding to one of these two addresses is authorised.
3. Verify and approve your address
Forward an expense or revenue document by email.
You will automatically receive an email asking you to confirm your address by clicking a confirmation link.
After confirming your email address, forwarding is activated and any forwarded expenses or revenue documents are processed and added to your account.
This confirmation step validates your email address and securely activates email forwarding.
4. Set up automatic filters
Once your forwarding address is approved, you can create automatic filters in your email client to forward specific emails without manual action.
For Gmail:
- Click on Filters and Blocked Addresses in your settings.
- Create a new filter for expenses or revenue by specifying criteria. For example, for invoices from Uber, filter emails with the subject line containing "Uber" and from Uber's email address.
- Choose to forward these filtered emails to your Accountable forwarding address.
- Save the filter settings.
5. Enjoy automated expense tracking
Any email that matches your filter criteria is automatically forwarded to your Accountable account.
Your expenses and invoices are processed without manual intervention, and payments are matched automatically. That is the value of Accountable.
Key takeaways
You can forward expenses and invoices from any email client to Accountable using expenses@accountable.eu or revenue@accountable.eu.
A one-time email confirmation is required to activate forwarding securely.
Automatic filters in your email client let you forward matching emails to Accountable without any manual steps.
Once set up, expenses and revenue documents are processed automatically and payments are matched in Accountable.
Need help? Chat with us or email support@accountable.eu, we're happy to help.