Forwarding emails from any email ID to Magic mail
If you receive your e-receipts to an email ID other than your official email ID which is registered with Capital One Expense Management, you can forward them to Expense Management.
You can follow the mentioned steps in order to forward your e-receipts to Expense Management:
Visit Settings and select Profile.
Under Profile, scroll down to Magic Mail.
The email ID mentioned here is unique to your Expense Management account. Any email receipt forwarded to this email ID will automatically be added to your Expense Management account.
In order to forward a receipt from your personal email, copy and paste the above-mentioned Magic Mail and forward the receipt.
In your Expense Management account, the receipt will be attached to the right expense if a matching expense is found.
If not, you should find the receipt under Unmatched receipts section in Your expenses page.
On clicking on this expense, you can see most of the expense details are automatically extracted: amount, date of spend, merchant, etc.
You can add in any additional details and Click on Save.
Using Magic mail with Uber
You can use Magic Mail with your Uber Business Profile to automatically capture ride receipts in Expense Management.
How to set it up
Open the Uber app
Select your Business Profile
Look for the Email for receipts section in the Business Profile settings
Enter your Magic mail
Once set up:
Uber will send ride receipts from your Business Profile directly to Magic Mail
Expense Management will automatically add the receipt to your account.
đĄ Tip: Make sure you book rides using your Business Profile so only work-related receipts flow into Expense Management.
Note: Steps may vary slightly depending on device type and Uber app version.
Using Magic mail is a great way to save time and create expenses on the go!
Note: Currently it is not possible to verify your Magic mail ID.
If you have any more questions about magic mail, contact our support team at support@capitalone.sage.com.