Skip to main content

​
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.
Use Gmail? Connect it and add the eggz Nest label to an email instead of forwarding it. See Send emails to eggz with the eggz Nest label.

​
Your workspace address

Each workspace gets one address that looks like this:
You choose the first part (your slug — for example acme), and eggz adds a random six-character code (7f3q2k). 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

Under Choose your eggz email address, type a short name for your workspace and click Claim address. Use lowercase letters, numbers and hyphens, 3 to 30 characters. eggz checks it’s available and sets the address up for you. If setup doesn’t finish, the card says “Your address didn’t finish setting up” and offers Try again.
3

Copy your address

Your address shows on the Email-in card. Click Copy, then 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.

​
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 Reading, 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.

​
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 receipts, each Reading until eggz has read it. (Emails held for review, such as one with too many attachments or from an unrecognised sender, 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 plan’s document allowance — see document limits. When your workspace has no documents left, eggz still reads up to 50 documents a day without using credits, and holds the rest of the email’s documents as receipts with the status Out of documents.

​
Emails with no attachment

Plenty of receipts don’t arrive as a PDF — a SaaS bill or subscription receipt is often just the body of the email. If a forwarded email has no usable attachment but does have readable content in its body, eggz uses the message itself as the evidence document — read, extracted, and turned into a receipt exactly like an attachment would be. An email that can’t be read goes to Emails held back. The row says why: Too many attachments, Unreadable file or Unreadable files, Small image set aside or Small images set aside, Nothing to read, Email too long, or Couldn’t open. Each row also says what to do, for example This email has 11 attachments. Forward them again in emails of up to 10 attachments. An email from a sender eggz doesn’t recognise is held there too, see Who can send receipts in.

​
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. On the Email-in card, click Trusted senders, then Add trusted sender for your bookkeeper or a regular supplier, so their emails come straight in. Press Remove beside a sender to stop trusting them.
  • Anyone else is held for review. An email from a sender eggz doesn’t recognise is held in Emails held back and your admins are notified. From there 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 for your review and is never published on its own.

​
Nothing is published without your review

Email-in never publishes anything to Xero by itself. Every emailed receipt lands in Receipts, 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 receipt you can review, or
  • a held-for-review item in Emails held back (with an admin notification), or
  • a clear error you can see and act on.

​
Changing or rotating your address

You can change your address at any time — useful if it’s ever shared too widely. In Settings > Integrations, press ⋯ at the top right of the Email-in card, choose Change address, pick a new slug, and click Change address. When you change it, 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.

​
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 Emails held back on the Email-in card in Settings > Integrations (it shows while any email is waiting) — if the sender isn’t a workspace member or on your allowlist, the email is held there for review. If the email had no attachment, eggz falls back to reading the message body itself — see Emails with no attachment — so a missing attachment alone won’t hold it back. It’s still held for review when the sender isn’t trusted, when there are too many attachments, or when there’s genuinely nothing readable in either the attachment or the body.
Open Emails held back on the Email-in card 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. Admins can manage every email in Emails held back. A team member can release or delete the emails held from their own Gmail, under Emails held back (see When eggz holds an email back).
You may have reached your plan’s document allowance — email-in shares the same allowance as uploads. With no documents left, the documents in an email are held as Out of documents receipts, after the 50 a day eggz reads without credits. Upgrade from Settings > Billing, buy a document pack from the card eggheadz shows when you ask how many documents you have left, or, on Solo, Growth and Business (billed monthly or yearly, the allowance refills every month either way), wait for it to refill. The Free allowance does not refill. Workspaces on unlimited plans also have a generous daily fair-use ceiling to stop runaway forwarding loops.