Your Franklin-inbox allows you to easily forward/upload receipts directly from your email to the Franklin-platform.
As seen below, the email can be located under File Archive:
For recurring expenses (e.g. for subscriptions)
Set up auto-forwarding ✅
If you want to skip setting up your Franklin-inbox accross your recurring expenses, you can simply set up an auto-forwarding filter in your email client!
This means that all receipts sent to your regular finance/accounting-email will automatically be uploaded to your File-Archive.
Disclaimer: Please be aware that it might take up to 1 hour before files are visible in the File Archive, and in some instances (e.g. where file-format is unknown or receipt is unreadable) the file may not show up at all. If this happens, you can simply drag'n drop the receipt directly to the File Archive, after which our AI Receipt-Matching will match it to the right transaction.
How to set up auto-forwarding:
For one-off purchases (e.g. for lunch or furniture)
Create a contact for your Franklin-inbox ✅
For easier access to your Franklin-inbox, especially for one-off expenses, you can create a "Contact" in your email client and name it "Franklin".
How to set it up:
Now you can easily forward emails with receipts to the Franklin-platform! (as seen below)
