Table of Contents

Manage SaaS invoices and receipts

Yasuhiro Miyoshi Updated by Yasuhiro Miyoshi

Overview

Payment invoices and receipts related to SaaS can now be stored and referenced in the Admina by Money Forward.

This eliminates the need to search for SaaS payment information, reducing the burden on administrators.

All you have to do is forward the invoice/receipt e-mail to the e-mail address as follows.

Settings

Transfer invoices/receipts to Admina by Money Forward

Forward SaaS invoice and receipt emails to the email address shown in Settings > E-mail Fwd

The forwarding email address differs for each customer (tenant).

tenant_name-random character@forwarding.i.moneyforward.com

If you have set up forwarding of the invoice email to the above email address, it will be automatically forwarded. Please refer to the manual of each mail system for the method.
Reference: Automatically forward Gmail emails to other accounts

Check invoices/receipts in the Admina by Money Forward

You need "Admin" roles in the Admina by Money Forward to check.

Open Sepends > Receipts & Invoices tab.

Edit/delete service name

E-mail titles and SaaS DB are automatically matched and associated with SaaS names.

By clicking the "Edit" button, it is possible to manually link with SaaS.

Click the "Delete" button to delete the record from the list.

　

Check payment details

You can check the text and attachments of the forwarded email by clicking the corresponding record.

You can also download the text and attached files, and edit and delete records.

　

If your e-mail does not appear

Please check if one of the following cases applies

1. The forwarded email did not match the SaaS of Admina by Money Forward.　

2. Cases where the forwarded email was not determined to be an invoice/receipt email

　

In either case, click on the "Show Unmatched" button.

In either case, click on the "Show also unmatched data" button and see if the corresponding email appears in the list. Click on the "Edit" button to manually link the email to the SaaS.

If you still cannot see the email, please contact us via chat.

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