Topic 2 of 13 · Documents
Email Forwarding
Each organization has a forwarding address in Documents.
People can forward receipts to that address. GrantKeeper processes attachments and can send a confirmation reply if email replies are enabled.
Email forwarding is useful for exceptions, but it is less efficient than importing receipts attached to bank transactions. If people use email-in, ask them to keep forwarding metadata such as category words and personal/company-card context in the subject or body.