Automated email forwarding in Gmail

Automated email forwarding saves time by sending expense documents from your Gmail inbox directly to CostPocket.

For account security, Gmail requires confirmation from the forwarded email address before automatic forwarding can be enabled. To set up automated forwarding to your CostPocket email (located in Settings), follow the Gmail instructions provided here.

1. In CostPocket’s cloud environment, look for a document with a submitter name starting with “forwarding-noreply…”.

2. Select the document by ticking the box, then click Download selected and choose Documents (ZIP)

3. Open the HTML file inside the downloaded ZIP. This file contains the confirmation email text and the link needed to finish setting up forwarding.

After confirming, you can set up filters and criteria to automatically forward emails from your Gmail inbox to CostPocket.