How to Forward a Receipt by Email

Requires: PREMIUM subscription. You must be a member of the property and have the Manage Expenses permission.

Once your property has a receipt email address set up, you can forward a bill or receipt directly into the HERO review queue.

Steps

1. Select one property in URBI. The receipts address and inbound email log are not available in All Properties.
2. Go to Accounting > Expenses > HERO Receipts, then select Inbound email log at the top of the tab. Copy the receipts address shown there.

The Inbound email log shows the receipts address for the selected property.

3. In your email service, forward the bill or receipt, or compose a new email, to that address. Attach each receipt as a PDF, JPG, PNG, or WEBP file.
4. Send the email. A subject and message are optional, but URBI can use them as context during review. URBI does not send a confirmation reply when processing succeeds.
5. Return to Accounting > Expenses > HERO Receipts and select Queue. The accepted receipt appears there with the manually uploaded receipts.

An emailed receipt waits in the Queue for your team to review.

6. Open the receipt, check the details HERO filled in, make any corrections, then confirm it to create the expense. Emailing a receipt never posts it automatically.

If the receipt does not appear

1. Keep the same single property selected, then choose Inbound email log at the top of HERO Receipts.
2. Find the email and read its result. The log explains what happened and lists attachments that were dropped because of an unsupported file type, the 10MB per-file limit, or the 25MB per-email limit.
3. If there is no reply and no entry in the property log, confirm that you sent from the email address registered on your URBI account. An unrecognized sender receives no reply.

The log explains the result for the email and each dropped attachment.

See Troubleshooting Email Receipts for the reply cases and next steps.