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 Sage Expense Management, you can forward them to Sage Expense Management to create expenses.
You can follow the mentioned steps in order to forward your e-receipts to Sage Expense Management:
Click on the Gear icon on the top right corner of your screen
Under My Settings, click on Preferences. Scroll down to Magic Mail.
The email ID mentioned here is unique to your Sage Expense Management account. Any email receipt forwarded to this email ID will automatically create expenses on your Sage 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 Sage Expense Management account, the receipt will be attached to the right expense if a matching expense is found.
If not, you should find the expense created for the forwarded receipt as an Incomplete expense to fill in any details required.
You can view this expense Under the Expenses > Unreported tab
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 Sage 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 ID
Once set up:
Uber will send ride receipts from your Business Profile directly to Magic Mail
Sage Expense Management will automatically create or update the expense for you
💡 Tip: Make sure you book rides using your Business Profile so only work-related receipts flow into Sage Expense Management.
Note: Steps may vary slightly depending on device type and Uber app version.
You can also use Magic mail at checkout when you are swiping your card. Read this help article for detailed information.
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.