Integrate Email By Connect with Zoho Expense

Email By Connect is an integration top that allows users to create a Zoho expense report from email attachments. Email By Connect is a free service which is available on the Google Chrome internet browser. The top has a simple and easy to use interface which can be used by anyone without any prior technical knowledge. This integration of tops makes it easy for the user to create a Zoho expense report from emails received.

In today’s world, most people receive their bills as an attachment in their email inbox. This makes it easy for them to not have to go through the trouble of printing out the bill and scanning it into their computer. This makes it very convenient for them to keep track of all their bills and payments through their email inbox instead of having to make another trip to the bank to drop off the money or mail in a check.

The interface is very easy to use. It consists of only three tabs- Import File, Preview, and Properties. The user first clicks on the Import File tab where they are presented with an option to either upload an existing file or choose one from their computer. They then choose the file which they want to attach to their expense report and then click on Next. After this step, they are presented with an option to preview what will be imported into their expense report. If they are pleased with the result, they click on the “Import” button at the bottom right corner of the page. This will import the information into their expense report. If they are dissatisfied with the preview, they can simply click on “Cancel” button at the bottom right corner of the page and go back to upload another file.

The next step is to select the information that they would like to import into their expense report. They can either select “All” or “Selected” if they only want certain information imported into their report. They then click on “Import” at the bottom right corner of the page.

To create an expense report which includes information from multiple transactions, users click on the “+ New Report” button at the top right corner of their screen. This will take them to a separate page where they can add information from other emails into this report.

When creating a new report, users are presented with three tabs- Create New Report, From Email, and From File. Users are allowed to either create a new report from scratch or select one from previous expense reports. To create a new report users must first click on “Create New Report” tab, then choose whether they want to create a report from one or more emails or if they want to create a report from an existing expense report. If they choose “From Email” tab, they are presented with an option to choose an email or choose multiple emails which will be added into their report. If they choose “From File” tab, they are presented with an option to select an existing expense report to add information from their email into this report. If they are satisfied with their selection, they click on “Import” at the bottom right corner of the page.

When creating a new report from either email or file, users are presented with two tabs- Edit and View Expense Reports. On these tabs users can edit previous expense reports and view any expense reports that they have previously created. To edit an existing expense report, users must first open up any expense report that they have previously created and then click “Edit” at the top right corner of their screen. This will take them to a separate page where they can edit any information in this report and include more information from other emails. They can also remove information from this report by clicking on “Remove” button at the bottom right corner of their screen. They can also add more information from other emails into this report by clicking on “Add More Emails” button at the bottom right corner of their screen and repeating Step 1- 5 above. They can also delete all information in this report by clicking on “Delete All Emails” at the bottom right corner of their screen and confirming that they want to do this by clicking on “Yes” button at the bottom left corner of their screen and confirming that they want to delete all data in this report by clicking on “Yes” button at the bottom left corner of their screen.

When viewing any expense reports that they have previously created, users must first open up any expense report that they have previously created and then click “View Expense Reports” at the top right corner of their screen. This will take them to a separate page where they can view any information in this report and include more information from other emails. They can also remove information from this report by clicking on “Remove” button at the bottom right corner of their screen. They can also add more information from other emails into this report by clicking on “Add More Emails” button at the bottom right corner of their screen and repeating Step 1- 5 above. They can also delete all information in this report by clicking on “Delete All Emails” at the bottom right corner of their screen and confirming that they want to do this by clicking on “Yes” button at the bottom left corner of their screen and confirming that they want to delete all data in this report by clicking on “Yes” button at the bottom left corner of their screen.

With the above in mind, Email By Connect offers a great spution in allowing users to create a Zoho Expense report directly from email attachments so that no further effort is needed for users to type up or cut and paste data manually into Zoho Expense if it is not already there in an email attachment format.

The process to integrate Email By Connect and Zoho Expense may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.