You can create T+E Items by sending the information via email. Attachments are added to the T+E Item created.

See: Email Responder

You can also send csv import files as attachments (see Import)

Follow these steps to enable this functionality:

Setup Email Service

Setup > App Setup > Develop > Email Services

In the fields, enter the following:

• Email Service Name: TEItem_Mail (or any other name)
• Apex Class: TEItemEmailHandler
• Accept Attachments: All
• Active: Select

Modify the Failure Response settings or leave the defaults

Click on “Save and New Email Address”

Modify the email address

Set it to “te”, optionally modify the default Context User and remove all entries from “Accept Email From”.

In the Setup tab in the “Welcome” tab, you will now see the email address. If not, make sure that the Email address is “te”.

You can setup an easier to remember email address in your email server and forward the mails to the Salesforce address displayed.

Check Setup Email Tags for options sending the email.

Enable Customer Approvals via email

You may want enable customers to approve time or expense entries via email.

Follow these steps to enable this functionality:

Setup Email Service

Setup > App Setup > Develop > Email Services

In the fields, enter the following:

• Email Service Name: CustomerApproval_Mail (or any other name)
• Apex Class: TEReportCustomer
• Accept Attachments: All
• Active: Select

Modify the Failure Response settings or leave the defaults

Click on “Save and New Email Address”

Modify the email address

Set it to “ca”, optionally modify the default Context User and remove all entries from “Accept Email From”.

Click "Save".

In the Setup tab in the “Welcome” tab or the Setup link in the T&E workbench, you will now see the email address. If not, make sure that the Email address is “ca”.

You can set up a email address in your normal server and forward the mails to the address displayed. (so you do not need to remember the email address generated by SalesForce)

If you do not receive the test emails, make sure that the “Accept Email From” fields are empty and that the “Advanced Email Security Settings” are de-selected. If it is working, we suggest to enable the security settings to reduce/prevent spam.

Email Tags

Email tags Identifiers of fields and the values associated with them. are used to defined the fields and associated values when T&E items are created or updated via email.

Some helpful hints for using tags Identifiers of fields and the values associated with them:

• Tag is case insensitive and separated by semicolon ";"
• Value must be enclosed in quotes (“) if the value includes spaces or special characters
• Tags Identifiers of fields and the values associated with them. should be in the subject - They may also be in the mail itself, but that may not be reliable.
• Only the first tag found is used.
• The subject is evaluated first.
• Values are ignored if the current T&E Item already has a value
• Values will be overwritten, if the current value is null or 0.

Example: [email protected];Amount=12.34;Reason="Visit customer";Account=0230

The following tags Identifiers of fields and the values associated with them. The required tags for create or update:

Note: Amount and/or Hours is required

The following tag is required for updates:

The following tags Identifiers of fields and the values associated with them are optional:

Note: The default for Waiting for details is 'No' or 'False' unless additional information is required based on company T&E policies.