Outlook Add-in
The Synced for Outlook add-in integrates expense processing directly into your Outlook inbox.
Updated
Overview
The Synced for Outlook add-in integrates Synced's functionality directly into your Outlook inbox. Users can handle expenses without leaving their email, boosting workflow efficiency and productivity.
Installing The Add-in
Navigate to the Microsoft AppSource listing and select "Get it now." Complete the setup by authenticating with your Microsoft account.
Loading The Add-in
After installation, activate the add-in by clicking the Synced icon in your Outlook toolbar. You'll access the login screen using your standard Synced credentials from the web or mobile applications.
Navigating The Add-in
Click the pin icon at the top of the add-in to keep it visible while switching between emails, eliminating the need to reload it repeatedly.
Key Functions
- Org Selector: Select your organisation if you're affiliated with multiple ones.
- Attachment Submission: Quickly process invoice or receipt attachments from emails.
- Upload Document: Manually add files from your device for processing through Synced.
Support
Access the support team directly from the add-in using the chat icon located in the bottom right corner of the interface.