Multiple methods are available to automate receipt collection. Below is a list of the available options. 

1. Reply to an email that includes your recent transaction:

Upon successful completion of a transaction, the platform sends an email, and you can reply to it with an attachment. Supported file formats include JPEG and PDF. You can also add text to your reply, which will be uploaded to the transaction as a note.

2. Forward a receipt(s) to your Mesh company mailbox: 

Forward your receipts to your company's Mesh email address. You can attach multiple receipts in the same email and Mesh will match the receipts to the relevant transactions.

The company's mailbox appears on the upper right side of the Documents page. 

Note: you may also upload receipts directly from the Documents page.

3. Upload a receipt manually via the Mesh-Web User Interface:

To upload a receipt, go to the 'Transactions' page, find the transaction, click to open it, and either drag your receipt to the designated area or click the 'Upload file' button to browse for and attach it. Required receipts are marked in red, while optional ones are shown in blue. If permitted by your administrator, you can also select 'No Receipt', but this will require a justification.

After you upload a receipt you can click the 3-dot icon and select one of the options including detaching the receipt, adding additional receipts, or downloading the attached receipt. 

4. Upload a receipt on the go via the Mesh Mobile application:

Navigate to the Transactions page, select a transaction, and click Upload file. You can grab a photo or upload a receipt from your image library.

Note: Grant the Mesh application access to your camera.

5. Forward a receipt to the Mesh budget/card (i.e., virtual card) dedicated email address:

Each Mesh virtual card has a dedicated email address. To locate the card's mailbox, navigate to the Cards page and click on any card. You can reveal the email address by clicking on the Automatic Receipt Attachment button. 

To ensure that the content of the emails, i.e., the receipts, will be associated with your virtual card and its transactions: 

• Add the mentioned email address as a secondary billing email on your vendor's website.
• Set up a rule on your email client (e.g., Gmail, Outlook, etc.) to automatically forward emails, containing receipts, from the vendor to the card's email address. 

6. Upload a receipt from a link sent to your mobile # as a text message. 

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