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How do I upload a receipt to a transaction on Juni?
How do I upload a receipt to a transaction on Juni?

Juni Receipt Matching, Gmail integration and manual attachments

Giuseppe Leoni avatar
Written by Giuseppe Leoni
Updated over a week ago

There are multiple ways to bring receipts to Juni:

Manual upload

You can upload receipts and proof of payment directly from Juni, from both web app and from Juni Mobile App (available on Apple Store and Google Play Store).

  • Login into your Juni account

  • Go to Money > Transactions

  • Select the transaction you'd like to attach a proof of payment to

  • Click on + Add attachment, or upload attachment by dragging in the dedicated space

  • From Juni Mobile App, click on + Add receipt

    • You can now select:

      • Upload from Camera

      • Upload from Photo Library

      • Upload PDF

Gmail Integration

Connect your Gmail account with Juni and save time by auto-matching all your Facebook Ads, Shopify and TikTok payment receipts with their corresponding Juni transactions.

Here are the steps to enable the integration:

  1. Log in to Juni on app.juni.co

  2. Click on “Integrations” in the left menu

  3. Here you’ll see a list of all your current integrations

  4. To add an integration, click on “+ Add integration

  5. Choose Gmail from ‘Popular integrations’ or search for ‘Gmail’

  6. You should now be able to connect by using your Gmail credentials – whether it’s an invoicing email (invoices@yourcompany.com) or your own business email (john.doe@yourcompany.com)

  7. Once connected, your payment receipts for Facebook Ads, Shopify, Klaviyo and TikTok will now be automatically fetched and matched to the corresponding Juni transactions

If you would like to retroactively fetch payments receipts up to 6 months ago, click on 'Manual sync' after setting up the integration


Frequently asked questions

Can I connect more than one Gmail account?

Yes, you can integrate multiple Gmail accounts with the same Juni account – from your main business email account to an email invoicing mailbox. We recommend connecting any of your Gmail accounts with the relevant payment receipts in them.

Which payment receipts will be automatically matched?

For now we’ve enabled payment receipt matching for the following:

  • Facebook Ads

  • TikTok

  • Shopify

  • Klaviyo

We’re also working towards adding more providers as we develop the integration.

How does Juni guarantee compliance with data security laws?

  • Juni will not process your data for any purpose other than to provide you with the service described above. We'll only share or transfer this data if (a) this is necessary to provide or improve user-facing features that are prominent from the requesting app's user interface, (b) to comply with applicable laws, or (c) as part of a merger, acquisition or sale of our assets.

  • The Gmail connection is automated, which means no individual at Juni or at any of our processors will be able to manually read the Gmail email content data. Additionally, we'll discard all data received through the Gmail integration except for the data directly related to those receipts and invoices that we are able to match to transactions.

  • Juni's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

What data does Juni retrieve from Gmail?

When connected to a Gmail account, Juni will ask Google to share the following data with us:

  • Gmail email metadata, including recipient(s) name and email address, sender(s) name and email address, time sent and received, email subject etc.

  • Gmail email content data, including text and attachments.

Does Juni store my emails?

No, we discard all data received through the Gmail integration except for the data directly related to those receipts that we’re able to match to transactions.

Will my regular emails also be uploaded?

No, only receipts that we are able to match to transactions will be uploaded.

How do I revoke access?

If you no longer wish to provide us access to the above-described information, you can indicate that you wish to disable the connection on the Juni platform. In such a case, we'll erase any data related to your Gmail Account and no longer collect any of this information.

Need help?

If you’re experiencing issues with the connection, simply:

  • Go to “Integrations

  • Click on the “Gmail” integration

  • Go to the tab “Manage Integration”

  • Click on “renew now

If the issue persists, don't hesitate to get in touch with us at support@juni.co and one of our team members will be happy to help.


Don’t want to connect your own inbox?

Set up a forwarding filter in Gmail:

If you want to automate the forwarding step above, simply set up a forwarding filter:

  • Click on Show search options to the right of the Gmail search bar

  • Fill the email address in the From field to fit the e-mail you are receiving the receipts from

  • Click on Create filter in the bottom right

  • Choose Add forwarding address

  • Enter the e-mail address that you would like the receipts forwarded to

  • Confirm using the confirmation code

  • You can now go back to Show search options and automatically forward the chosen emails. You can also add a subject line if you wish for example 'Meta receipt'

  • Note: the e-mail address you are forwarding to needs to be integrated with Juni Gmail feature

Juni Receipt Matching (email forwarding)

You can send your receipts and documents for your paid transactions and expenses, to paid@my.juni.co. We will automatically extract data and match them to your existing transactions.

How does this lead to saved time and ease of mind:

  1. Easy forwarding to save time. Whenever you receive receipts, send them to paid@my.juni.co and they will be automatically matched to your transactions, thus saving you precious time.

  2. Ease of mind. Using Juni’s receipt mailbox, you can now centralise all your receipts/invoices for your paid transactions, without having to log into Juni.

  3. Automatic extraction and matching. We will automatically read your receipts and match them to your expenses and transactions. These matched receipts can then be used for accounting. So now you don’t need to open transactions one-by-one and attach receipts.

  4. Bulk upload of receipts from Juni Platform. Have too many receipts end of month? Bulk upload them via our bulk upload and match feature. This allows you to upload and match document with few clicks.

Frequently asked questions

How can I send all my receipts to Juni for matching, without logging in?

Forward all your receipts to paid@my.juni.co. Receipts will be matched to an existing transaction, based on fields like amount, currency and date.

How can I upload attachments in bulk from Juni?

Log in into your Juni account, then select Money → Transactions → Attachments → Bulk upload.

Can I send multiple files in same email and what formats do you support?

Not for now but we are working on increasing this limit. We support PDF and image files (.jpeg, .png), and documents sent as email body.

Is there a limitation on the size of file that I can forward?

If you forward a paid transaction to paid@my.juni.co, each file size should be under 20 mb and 40 megapixel – we will extract the first 3 pages of the document.

If you use the bulk upload function, each file should be under 4 mb and you can upload max 50 files per each upload.

What happens to receipts that are not matched?

You see all your unmatched receipts in Money → Transactions → Attachments. Failed matches will have a “Matching failed” status. You can then manually match them to a transaction. The matching model will improve with time leading to higher accuracy.

Can I forward receipts that are sent to me as email body (and not attachment)?

Yes, you can. The content of the email will be extracted and matched to the transaction.

Which mail ids can I use to send paid receipts and invoices to paid@my.juni.co?

For security reasons, we accept receipts and documents only from the email ids which are added to Juni as users. Please navigate to Settings → My Team to check the email ids which are added to the platform.

To add any more users, click on Add User. If you need an existing email id to be updated, please reach out the customer success.

You can autoforward emails to paid@my.juni.co setting up forwarding filters on Gmail. Learn more here.

Things to note:

  1. File size: 40 megapixel and 20 mb.

  2. File type: PDF, Image (jpeg, png, HEIC), email body.

  3. Limit of number of files: None, as long as the combined size of the email is within the limit that your email provider allows.

  4. Bulk upload limit: 50 files per upload; each file can not exceed 4 mb.

  5. Pages processed per document: First 3 pages of every file.

  6. Security protocols requirements: Between SPF and DKIM, ensure that you have enabled at least 1 security mechanism in your email provider, to be able to use Juni Email Forwarding. This allows us to verify that the emails are from you.

    But please note that having all three protocols-SPF, DKIM, DMARC, is ideal as that would ensure the highest level of security for your organisation. Please do consult your IT team to identify the best security setup for your business.

    Here are the Google articles which talk about these security protocols:

  7. Sender’s email ID: Anyone who is registered as a "user" on Juni platform for your company (no “+” alias accepted). Please go to your setting page and double check if the email id is listed as a "user".

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