ExpenseBot

How do I check what happened to a receipt I forwarded?

Forward the receipt to receipts@expensebot.ai, then open ExpenseBot and select View receipt activity under Email a receipt on the home screen.

Forward the receipt to receipts@expensebot.ai, then open ExpenseBot and select View receipt activity under Email a receipt on the home screen.

Recent vs. Needs attention

The activity view has two tabs:

  • Recent shows your latest results — receipts that were added, ones that were already in your spreadsheet, documents that weren't added, submissions still processing, and any that will be retried.
  • Needs attention shows only items where you can take a meaningful action. Duplicates and routine skips don't appear here just because they weren't added.

What the statuses mean

StatusWhat it meansWhat to do
Added successfullyOne or more expenses were written to your spreadsheetNothing
Partly addedSome items were added and another was skipped or needs reviewRead the card; act only if a review action is offered
Needs detailsExpenseBot received the document but couldn't safely determine enough transaction detailsEnter the missing details or mark it as not an expense
Already addedThe receipt matched an expense already in your spreadsheetNothing — don't forward it again
Not addedThe message didn't contain a confirmed paid expenseNothing unless a review action is shown
No receipt foundNo usable receipt or transaction details were foundCheck the original email or submit the document another way
ProcessingExpenseBot is still working on the submissionWait and refresh
Retry pendingProcessing didn't finish and ExpenseBot will try again without adding the same receipt twiceWait and refresh; contact support if it stays stuck

Completing an item

When an item is under Needs attention, you have three actions:

  • Enter missing details opens the expense form with the forwarded document attached, so you can supply or correct the transaction details and save it to your spreadsheet. The form is pre-filled only when ExpenseBot could extract usable fields.
  • Not an expense resolves the item without adding a spreadsheet row — good for quotes, unpaid invoices, statements, and other material you don't want recorded.
  • Open receipt page appears when the receipt is behind a sign-in or download link, so you can open it and sign in if needed.

Who forwarded it

New activity records can show the email address that forwarded the submission (for example, "From partner@example.com"), which helps when several people forward receipts into one account. Older activity may not show a sender because that detail wasn't recorded at the time.

Why an older item might be missing

This view is a practical recent-activity tool, not a permanent ledger. It shows recent submissions with a trustworthy result or useful review information, and covers only email sent to receipts@expensebot.ai — not receipts found by Gmail scanning, Google Photos, Drive imports, or in-app uploads. Your Expenses spreadsheet remains the final record of expenses that were added; check it before adding an old item again.

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