DPX Outlook Add-in Quick Start
Use the Outlook add-in to turn emailed receipts and invoices into structured Direct Cost entries without leaving the inbox.
Best For
Office staff, accounting support, and users receiving receipts or invoices by email.
Helpful Notes
- Best for email-based receipt capture
- Great when the backup already lives in Outlook
- Helps reduce forwarding and manual re-entry
Before you begin
- The DPX Outlook Add-in should be deployed by your administrator or IT team.
- Once available in Outlook, open the add-in and sign in with your approved company account.
- No forwarding or manual upload is required when using the add-in workflow.
Quick Steps
Open the email
Start from the message that contains the receipt, invoice, or backup you want to process.
Launch the add-in
Open the DPX Outlook Add-in from Outlook and let it read the current message context.
Review the details
Pick the project, vendor, employee, amount, and method while confirming the attachment you want to use.
Send to DPX-Pro
Create the Direct Cost record and attach the email backup through the add-in workflow.
Route if needed
For applicable card workflows, follow the DPX-Pro prompt for receipt routing support.