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How do I use Juni AI Email Match?

Updated this week

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.

Automate your receipt handling

Automate your invoice handling

  1. Forward paid receipts to paid@my.juni.co

  2. The receipt is matched with the right transactions under Money > Transactions > Attachments in your Juni account

​See other ways to upload a receipt to a transaction

  1. Forward unpaid invoices to unpaid@my.juni.co

  2. The invoice will appear in the Payments tab of your Juni account, where you can pay it immediately or schedule it for later

See other ways to upload an invoice to Juni

Automatic forwarding. To save time, you can set up rules in Gmail or Outlook to automatically forward receipts and invoices to Juni

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.g. Addresses with “+”) are not accepted

Frequently Asked Questions

Where can I see my imported invoices?

All unpaid invoices are listed under Money > Payments

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?

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


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