Forward email receipts to Tallibook

Online purchases and bills arrive by email. Forward them to Tallibook and they file themselves: we read each one and it waits in To review with the email saved as the receipt.

Find your address

1. 1Step 1: Go to Settings → Email receipts. (It's also under Money → Import.)
2. 2Step 2: Under Your private receipt address, tap Copy.

Keep the address to yourself, like a password. Owners and admins can tap Get a new address if it ever gets out; the old one stops working at once.

Forward one receipt

Open the receipt email in any mail app, tap Forward, paste your Tallibook address and send. A minute later it's in Money → To review.

Forward them automatically

Under Set up auto-forwarding, pick Gmail, Outlook or Apple Mail / iCloud for step-by-step instructions. For Gmail:

1. 1Step 1: On a computer, open Gmail, click the gear, then See all settings.
2. 2Step 2: On Forwarding and POP/IMAP, click Add a forwarding address and paste your Tallibook address.
3. 3Step 3: Gmail sends a confirmation code. It appears at the top of your To review page within a minute. Copy it.
4. 4Step 4: Back in Gmail, paste the code and click Verify.
5. 5Step 5: To forward only receipts, make a Gmail filter (search for receipt OR invoice OR "order confirmation", then Create filter and Forward it to your Tallibook address). Or forward everything: we skip what isn't a receipt.

Who can forward

Mail from your team's sign-in emails is read right away. To add another address, like your other inbox or your bookkeeper, use Add another address under Who can forward (owners and admins).

Mail from anyone else waits under Held: unknown sender in To review. Choose Approve and trust sender, Just this once or Delete.

What gets skipped

Shipping notices, newsletters and other non-receipts go to the Skipped tab with the reason. Owners and admins can tap Review anyway if we got one wrong.

Email receipts are on every plan. If something didn't show up, see An email didn't arrive.