Efficient Receipt Management Instructions

This document outlines the streamlined process for managing receipts within your inbox. The steps ensure receipts are correctly forwarded to the accounting department, organized using filters, and appropriately archived. This method enhances your productivity by automating routine tasks associated with recurring vendors.

Step 1

Begin by identifying the receipt within your inbox. Once located, forward the receipt to receipts@ramp.com. This ensures the accounting department receives the necessary documentation.

Step 2

After forwarding the receipt, click "Send" to complete the process. If the receipt is from a recurring vendor, proceed to create a filter. Click on "Create Filter Messages Like This" and then "Create Filter." Apply the label "Sent to Ramp" and set the action to forward to receipts@ramp.com. Finally, apply this filter to six matching conversations by clicking "Filter."

Step 3

During this process, you may need to complete a sign-in verification on your phone. Once verified, confirm the filter worked by noting the "Sent to Ramp" label. Capture a screenshot of this confirmation for inclusion in your daily decluttering report.

Step 4

Conclude the process by archiving the message. This step ensures your inbox remains organized and free from clutter.