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Forward it and forget it

Email-in gives your workspace its own eggz address. Forward a receipt or bill to that address — from your phone, your inbox, or straight from a supplier — and eggz reads the attachments and creates a receipt for each one automatically. No app to open, no file to save first. It’s the same AI extraction and the same review step as any other upload — email is just a faster way to get documents in.

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Your workspace address

Each workspace gets one address that looks like this: 
acme-7f3q@nest.eggz.ai
You choose the first part (your slug — for example acme), and eggz adds a short random code (7f3q). That code matters: it means nobody can guess your address and drop documents into your workspace. Treat the address like a password — share it only with people and suppliers you trust.
1

Open Settings > Integrations

Find the Email-in card. If you’re new, you’ll also be offered your address during onboarding.
2

Pick your slug

Type a short name for your workspace and claim it. eggz checks it’s available and sets the address up for you.
3

Copy your address

Use the copy button and save it as a contact, or add it to the forwarding rules in your email client.
There’s one address per workspace. If you belong to more than one workspace, each has its own.

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Forwarding your first receipt

1

Forward the email

Send (or forward) the receipt to your workspace address. Attachments are what eggz reads — so forward the email that carries the PDF or photo.
2

eggz reads the attachments

Each attachment becomes its own receipt with status Pending, and AI extraction starts automatically — merchant, date, totals, line items, and category.
3

Review in eggz

Open the receipt to check the extracted data, just like an uploaded document. Nothing goes to Xero until you publish it.

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What happens to attachments

  • Each attachment becomes one receipt when the email is processed — an email with a PDF and a photo lands as two separate Pending receipts. (Emails held for review — too many attachments, an unrecognised sender, or an over-limit workspace — create their receipts once released.)
  • Supported formats are the same as uploads — PDFs and images. See Uploading Documents for the full list.
  • Up to 10 attachments per email. If an email carries more, the whole email is held for review rather than processing only some of them.
  • Email-in uses the same document allowance as uploads. Each stored attachment counts toward your monthly plan limit — see document limits.

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Who can send receipts in

Because email can be forwarded by anyone, eggz decides what to trust:
  • Your team sends in freely. Emails from members of your workspace are accepted automatically.
  • Add trusted outside senders. Allowlist your bookkeeper or a regular supplier in the Email-in settings so their emails come straight in.
  • Anyone else is held for review. An email from a sender eggz doesn’t recognise is placed in quarantine and your admins are notified. From the quarantine list you can Trust sender & release in one click — the email is processed and that sender’s future emails come straight in from then on.
The allowlist is a convenience filter, not the security boundary — your unguessable address is what actually keeps your workspace private. Every emailed receipt still lands as Pending and is never published on its own.

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Nothing is published without your review

Email-in never publishes anything to Xero by itself. Every emailed receipt lands as Pending, exactly like a manual upload, and waits for you to review and publish it. You stay in control of what reaches your accounts. Email-in also never silently loses a message. Every email becomes one of three things:
  • a Pending receipt you can review, or
  • a held-for-review item in quarantine (with an admin notification), or
  • a clear error you can see and act on.

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Changing or rotating your address

You can change your slug or rotate your address at any time from the Email-in settings — useful if the address is ever shared too widely. When you rotate, the old address stops working immediately, so mail sent to it will bounce back to the sender rather than arrive in eggz. Share your new address with anyone who forwards to you.

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Troubleshooting

A bounce means the address was mistyped or has been rotated. eggz only accepts mail on a valid, current workspace address — it never silently swallows mail sent to a wrong address. Double-check the address in Settings > Integrations and resend.
Check your quarantine list in the Email-in settings — if the sender isn’t a workspace member or on your allowlist, the email is held there for review. Also confirm the email actually carried an attachment: eggz creates receipts from attached PDFs and images, not from the message body.
Open the quarantine list and choose Trust sender & release to process it and accept that sender in future, Release once to process just this one, or Delete to discard it. Only workspace admins can manage quarantine.
You may have reached your plan’s monthly document limit — email-in shares the same allowance as uploads, and over-limit emails are held rather than processed. Upgrade from Settings > Billing, or wait for your next billing cycle. Workspaces on unlimited plans also have a generous daily fair-use ceiling to stop runaway forwarding loops.