Overview
Juni AI Email match helps you simplify receipt and invoice management. By forwarding your receipts and invoices directly to Juni, the system automatically matches them to the correct transactions - saving you time and reducing manual work.
How to
The process for paid and unpaid documents is slightly different.
Paid receipts
Forward paid receipts to paid@my.juni.co
The receipt will be attached to the correct transaction in your Juni account
Unpaid invoices
Forward unpaid invoices to unpaid@my.juni.co.
The invoice will appear in the Payments tab of your Juni account, where you can pay it immediately or schedule it for later
Automatic forwarding
To save time, you can set up rules in Gmail or Outlook to automatically forward receipts and invoices to Juni
Gmail
Microsoft
What to remember
File size: Maximum 40 megapixels and 20 MB per file.
File types: PDF, image files (.jpeg, .png, .HEIC), and email body text.
Number of files: Unlimited, as long as total size per email is under 20 MB
Pages processed: Only the first 3 pages of each document are processed
Sender requirements: Receipts/invoices must be sent from an email registered as a user in your Juni account. Manage team members in Settings > My Team
Security protocols: To keep your account secure, Juni requires email authentication for forwarding documents
Go to Settings > Accounting and toggle Juni Email Match Authentication
Once enabled, your email provider must have at least one authentication protocol active (SPF or DKIM) to use Juni AI Email Match. This ensures we can verify the emails are coming from you
Please note: For the highest level of security, we recommend enabling all three protocols - SPF, DKIM, and DMARC. Please consult your IT team to determine the best setup for your business.
Here are the Google articles which talk about these security protocols:
Sender IDs: Only users registered in Juni can send receipts/invoices. Email aliases (e.e. Addresses with “+”) are not
Handling different receipt statuses
Matching Failed: Delete the attachment or manually match it to a transaction
Redundant Match: Navigate to matching transaction and either -> Match to candidate -> Match to new transaction or -> Delete attachment
Manual Match: Navigate to Matched Transaction -> Unmatch -> once unmatched you can -> Match to transaction or Delete attachment
Automatic Match: Navigate to Matched transaction -> Unmatch -> and once unmatched you can Match to transaction or Delete attachment
Managing receipts and invoices in Juni
Receipts and paid invoices (sent to paid@juni.co):
Log in to your Juni account
Go to Money > Transactions > Attachments
From Attachments tab you can:
View uploaded documents IMAGE BLOCK
Manually match documents using Quick Match
Frequently Asked Questions
Where can I see my imported invoices?
Where can I see my imported invoices?
All unpaid invoices are listed under Money > Payments
Is there a file size limit?
Is there a file size limit?
Yes, each file must be under 20 MB and 40 megapixels. Only the first 3 pages of each document are processed
Which email addresses can I use?
Which email addresses can I use?
Only emails registered as a user in your Juni account can send receipts/invoices.
Manage users under Settings > My Team to see which email addresses have been added and/or add new users