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How do I automatically forward emails to Juni?
How do I automatically forward emails to Juni?

Bring receipts and invoices to Juni with auto-forwarding from Gmail

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

Email forwarding allows you to bring proof of payments and invoices into Juni.

  • For paid receipts, you can forward emails to paid@my.juni.co. This will attach the receipt to the matching transaction. Learn more.

  • For unpaid invoices, you can forward emails to unpaid@my.juni.co. This will create an invoice to be paid in Juni, under your "Payments" tab. Learn more.

If you have a business Gmail account, you can automate email forwarding configuring forwarding address and filters. Read more on Google support page.

With forwarding rules you can automate bringing into Juni receipts and invoice from a vendor, or from a specific email address (even your personal address).

Remember, email forwarding has some technical and security requirements you can easily find here.

To set up forwarding rules:

Add forwarding addresses

  1. On your computer, open Gmail using the account you want to forward messages from.

  2. In the top right, click Settings > See all settings.

  3. Click the Forwarding and POP/IMAP tab.

  4. In the "Forwarding" section, click Add a forwarding address.

  5. Enter the email address you want to forward messages to (paid@my.juni.co and unpaid@my.juni.co)

  6. Click Next > Proceed > OK.

  7. Go back to the settings page for the Gmail account you want to forward messages from, and refresh your browser.

Create a filter

  1. Open Gmail.

  2. In the search box at the top, click Show search options.

  3. Enter your search criteria. If you want to check that your search worked correctly, see what emails show up by clicking Search.

  4. At the bottom of the search window, click Create filter.

  5. Choose what you’d like the filter to do.

  6. Click Create filter.

Some examples:

You can also create a filter in the Forwarding section, by selecting Create a filter.

If you'd like to filter specific messages, you can:

Use a particular message to create a filter

  1. Open Gmail.

  2. Check the checkbox next to the email you want.

  3. Click More.

  4. Click Filter messages like these.

  5. Enter your filter criteria.

  6. Click Create filter.

Technical and security requirements

  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:

    1. SPF

    2. DKIM

    3. DMARC
      ​

  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".

Related Articles
How do I upload an invoice to the Juni platform?
How do I upload a receipt to a transaction on Juni?
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