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Airwallex receipt automation for Outlook

Effortless expense management

Automatically forward receipts from your Outlook inbox to Airwallex. We’ll take care of the rest and automatically match them to Airwallex card expenses.

This will save your employees time and free up your finance teams to focus on more important work. Our goal is to save you time by automating the entire receipt submission process. 

There are two ways you can send receipts to Airwallex via email:

  1. Manually forward receipts to receipts@expenses.airwallex.com
  2. Set up global forwarding rules

Global Forwarding Rules Setup for Outlook

Step 1: Login to Microsoft Exchange and go to the Exchange Admin Center

Step 2: Navigate to ‘Mail Flow’ > ‘Rules’ in the left hand navigation bar

  • Click on ‘Add a rule’
  • Click on ‘Create a new rule’ in the dropdown that appears

Step 3: Set rule conditions

  • Name your rule condition “Airwallex global forwarding rule”
  • For ‘Apply this rule if’ select ‘The subject or body’ in the left dropdown
  • For the dropdown on the right, select 'subject or body matches any of these keywords'
  • Add the keywords: ‘receipt’, ‘invoice’, ‘payment’, ‘booking confirmation’, ‘order confirmation’ in the drawer then hit save


 

  • In the ‘Do the following’ section:
    • For the dropdown on the left select, ‘Add recipients’
    • For the dropdown on the right, select ‘to the To box’
    • Add ‘receipts+forwarding@expenses.airwallex.com’ in the drawer that opens then click save

  • In the In the ‘Except if’ section:
    • For the dropdown on the left, select ‘The sender’
    • For the dropdown on the right, select ‘address includes any of these words’
    • Add ‘airwallex.com’ in the drawer that opens then click save


 


 

  • You’re now done setting your rule conditions. Click next

Step 4: Set rule settings

  • Don’t change anything, just click ‘Next’

Step 5: Review and finish new rule creation

  • Just click ‘Finish’
  • After the rule saves click ‘Done

Step 6: Enable the rule

  • Click on the rule you just created named “Airwallex global forwarding rule”
  • In the drawer on the right toggle the rule to ‘Enabled’

Step 7: [Important] Navigate to Microsoft Defender, and ensure that DKIM is enabled for your email domain. This allows us to authenticate your emails.


 

You’re done! Now your receipts from emails will automatically match to card expenses.