> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email to PEX (Admin guide)

> Email in your receipts to PEX. PEX will auto match the submitted receipts to the corresponding transactions

Submitting receipts is easier than ever. In addition to [texting in receipts](/administrator-guide/text-to-pex-admin-guide), you and your Cardholders can email receipts to PEX. PEX will auto match the submitted receipts to the corresponding transactions.

## Get set up

To get started, ensure that the following is set up:

<Steps>
  <Step>
    Go to the **Business settings** menu
  </Step>

  <Step>
    Scroll down to the **Settings** section
  </Step>

  <Step>
    Click **Edit**

    * Check "Remind cardholders when missing receipt(s)"
      * If disabled, Cardholders will not receive receipt reminders via email.
      * You can disable Cardholders from managing receipt reminder email/push notifications. If you check this checkbox, your Cardholders will not be able to turn off receiving receipt reminder email/push notifications.
      * You can set a minimum purchase amount to trigger a receipt reminder to Cardholders. For example, if you select \$100 your Cardholders will receive receipt reminders only when their purchase transaction is above \$100. Leave this empty if you want to send receipt reminders for every purchase.
    * Ensure you can see the **Business Attachments** section
      * This should be on by default. If disabled, Cardholders will not be able to match receipts.
    * Enable **Receipt Matching**
      * This should be on by default and will allow PEX AI to automatically match receipts to transactions.
  </Step>

  <Step>
    Click **Update**
  </Step>
</Steps>

## Cardholders to enable email reminder

To help get your Cardholders set up, ensure your Cardholders enable receipt reminders in their profiles. They will need to follow these steps:

**Ensure your email is verified:**

<Steps>
  <Step>
    Click on the **Person** icon at the top right → Select [My Profile](https://dashboard.pexcard.com/account/profile)

    <Frame>
      <img src="https://mintcdn.com/pextest/9dIJla9Eh3HsOZuw/images/administrator-guide/email-to-pex-admin-guide/image-1.png?fit=max&auto=format&n=9dIJla9Eh3HsOZuw&q=85&s=c16fa3326412d8347b46d1feb108fcea" alt="My Profile page" width="1892" height="605" data-path="images/administrator-guide/email-to-pex-admin-guide/image-1.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/pextest/9dIJla9Eh3HsOZuw/images/administrator-guide/email-to-pex-admin-guide/image-2.png?fit=max&auto=format&n=9dIJla9Eh3HsOZuw&q=85&s=ffec6f45ae76cb814bee6fa5fa64ef65" alt="Profile details with verified email" width="1897" height="741" data-path="images/administrator-guide/email-to-pex-admin-guide/image-2.png" />
    </Frame>
  </Step>

  <Step>
    You can add a new email address for receipt reminders:

    * Click **Edit Profile**
    * Edit your email address
    * Click **Update**
    * Enter your secure access code you have received
    * Click **Continue**
  </Step>

  <Step>
    Verify the email you would like to receive email receipt reminders to:

    * Click **Verify**

    <Frame>
      <img src="https://mintcdn.com/pextest/9dIJla9Eh3HsOZuw/images/administrator-guide/email-to-pex-admin-guide/image-3.png?fit=max&auto=format&n=9dIJla9Eh3HsOZuw&q=85&s=769d85937dfc6deebd61f6e5e59288f6" alt="Verify email" width="1527" height="90" data-path="images/administrator-guide/email-to-pex-admin-guide/image-3.png" />
    </Frame>

    * Enter the Secure Access Code you have received
    * Click **Verify**
  </Step>
</Steps>

**Enable an email receipt reminder:**

<Steps>
  <Step>
    Go to the [Notifications](https://dashboard.pexcard.com/account/notifications) tab
  </Step>

  <Step>
    Locate the "Receipt reminder" notification
  </Step>

  <Step>
    Check the email box across it
  </Step>

  <Step>
    Click **Update Notifications**
  </Step>
</Steps>

Cardholders are ready to receive email receipt reminders. Whenever your Cardholders make a purchase, they will receive an email receipt reminder from our PEX email: [receipts@pexcard.com](mailto:receipts@pexcard.com)

Admins or Cardholders simply need to reply to the email with a receipt image. To ensure best matching results, a receipt needs to have a date and total amount paid visible. PEX will auto match the receipt to its corresponding transaction. Once done, we'll send your Cardholder an email confirming the successful auto match.

**Share with cardholders:** [Email to PEX (Cardholder Guide)](/cardholder-guide/email-to-pex-cardholder-guide)

## Send email without reminder

You and your Cardholders can email in receipts without a receipt reminder straight to [receipts@pexcard.com](mailto:receipts@pexcard.com)

* When you email in the receipt image or images (you can send more than one), we will auto match the receipt(s) to its/their corresponding transaction(s). Once done, we'll send you an email confirming the successful auto match.
* When emailing in the receipt image or images, make sure that the email you use is verified. To verify the email:
  * Click on the **Person** icon at the top right → Select [My Profile](https://dashboard.pexcard.com/account/profile)
  * Locate your email address
    * If you want to add a new email address for receipt reminders:
      * Click **Edit Profile**
      * Edit your email address
      * Click **Update**
      * Enter your secure access code you have received
      * Click **Continue**

<Note>
  **Note:**

  All the settings mentioned in the "Get set up" section have to be enabled so you and your Cardholders can email in receipts when you want.
</Note>

Contact us at [adminsupport@pexcard.com](mailto:adminsupport@pexcard.com) if you want to set up forwarding rules in your email account to automatically forward receipts to PEX.

## PEX email responses

If you email a receipt on behalf of your Cardholder, you might receive these email notifications in response:

* **Success match**
  * The receipt has been successfully auto matched.
* **Duplicate receipt**
  * The receipt has either been previously submitted or it has already been mapped to a transaction.
* **No match**
  * We are having trouble matching your submitted receipt to a transaction. Please manually attach via the dashboard or mobile app.

## FAQ

<AccordionGroup>
  <Accordion title="Is there a cardholder guide on emailing receipts to PEX?">
    Yes. You can share this guide with your Cardholders — [Email to PEX (Cardholder Guide)](/cardholder-guide/email-to-pex-cardholder-guide).
  </Accordion>

  <Accordion title="Do I need to text you a receipt amount along with the image?">
    No need to email and text. You and your Cardholders can submit in whichever channel you prefer.
  </Accordion>

  <Accordion title="The receipt is too long. Can I email you images of different parts of the receipt?">
    Yes. Make sure the receipt has a date and total amount paid visible.
  </Accordion>

  <Accordion title="Can I email you more than one receipt?">
    Of course! We will auto match the receipts to their corresponding transactions.
  </Accordion>

  <Accordion title="Can I email receipts in HTML format?">
    Yes! We will auto match the receipts to their corresponding transactions.
  </Accordion>

  <Accordion title="Can I email receipts as multi-page PDFs?">
    Sure! We will auto match the receipts to their corresponding transactions.
  </Accordion>

  <Accordion title="Is there any other way I can send you a receipt?">
    Yes. You can text a photo of your receipt via SMS to PEX at this number: (640) 800-7522. More info here: [Text to PEX (Admin Guide)](/administrator-guide/text-to-pex-admin-guide)
  </Accordion>

  <Accordion title="Is there any other way to remind my cardholders to send in receipts?">
    Yes. Send bulk receipt reminders via email to all your Cardholders who have not added receipts to transactions yet:

    1. Go to the **Transactions** menu
    2. Click **Filters**
    3. Select **Attachments**
    4. Select **No attachment**
    5. Click **Add**
    6. Select all transactions in the table or the ones you need
    7. Click **Actions**
    8. Select **Send receipt reminder** (you can optionally add a note)
    9. Click **Send**
  </Accordion>

  <Accordion title="Is emailing a receipt available for both Prepaid and Credit accounts?">
    Yes.
  </Accordion>

  <Accordion title="Why do I see my email attached to the transaction?">
    When you email a receipt, only the receipt is saved to the transaction. However, if the email is missing an inline or attached receipt, we attach the email itself instead.
  </Accordion>

  <Accordion title="Why didn't my receipt match?">
    To ensure best matching results:

    * Ensure your receipt has a date and total amount paid visible.
    * Submit receipts only for purchases made using your PEX card.
  </Accordion>
</AccordionGroup>