This checklist assumes you have already registered for Veryfi and are logged into the Veryfi hub. You can also watch a video of this checklist to get familiar visually.
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.Veryfi Inbox is the only hub you need to automate your accounting. When you team scans receipts using Veryfi mobile apps or forwards bills / invoices to their assigned veryfi.cc email address they all end up inside your Veryfi Inbox.

Verify that all the default settings are ok. Make changes where appropriate to your personal and company settings like taxes, timezones, company information, security lockdown etc..

Where: Left Menu > Settings

 Video on Profile Settings

 Video on Company Settings

While inside your Profile Settings, add your ___@veryfi.cc email to your address book and read how to handle digital receipts with Veryfi. And also set up auto-forwarding rules for your bills and receipts.

Note; the veryfi.cc is only used to collect digital receipts/bills. Your username is used to Logon to ALL Veryfi services.

 Video on Emailing your Receipts, Bills & Invoices to Veryfi

Video on all collection methods available

Doing this improves the accuracy of payment (cash, credit card bank account) OCR identification from a receipt/invoice at the point of receipt capture.

Where: Left Menu > INBOX > Payments

 Video on Payment Types

Explore available accounting app connections you can use to extend Veryfi with. Veryfi supports QuickBooks Online, Xero and Saasu.

For convenience, when you 1st connect QuickBooks or Xero to Veryfi, you will get the option (during integration setup) to use your own Categories.

Where: Left Menu > Connected Apps

 Video on QBO Integration

Veryfi supports integration with Dropbox, Box, Google Drive etc as a secondary backup medium for all your business financial documents.

Where: Left Menu > Connected Apps

Expense & Receipts iOS: https://itunes.apple.com/us/app/iqboxy-receipts/id804152735?ls=1&mt=8

Expense & Receipts Android: https://play.google.com/store/apps/details?id=com.iqboxyinc.iqboxy

Timesheets Time Tracker iOS https://apps.apple.com/us/app/timesheets-by-veryfi/id1434324750

Timesheets Time Tracker Android: https://play.google.com/store/apps/details?id=com.veryfi.timesheet&hl=en

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Learn how to use Veryfi’s native mobile apps and custom camera with auto receipt detection, image corrections & super-fast 3 second document processing, extraction & categorization.

 Video on Scanning your 1st Receipt

Veryfi comes with support for bank feeds reconciliation, right out of the box. Veryfi can fetch data from ~10K worldwide banks. Our Bank Feed Partner is Yodlee, the leader in structured data feeds holding formal business relationships with the largest financial institutions.

 Video on Importing Bank Feeds

​Video on Bank Reconciliation

Add Your Team to gain a financial transparency across your organization.

Where: Left Menu > My Team
​How: Inside My Team, from the Tab (as pictured) press “+ Team Member” to open team onboarding form. Fill out the form and press the blue submit button. They will be sent an invite email with next steps.

 Video on Teams

Invite your Accountant or Bookkeepers to empower them with finance visibility and health of your business. This helps reduce exchanging paperwork and communicating the state of your business via email or phone.

Where: Left Menu > My Team
​How: Press “+ Invite Accountant” to open accountant invite form. Fill out the form and press the blue submit button. They will be sent an invite email with instructions on why they got that email and next steps.
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A detailed step by step walk through on how to setup Projects and get started on using Timesheets by Veryfi.

 Video on Project Management & Timesheets

If you still have questions or need any assistance, please contact us at support@veryfi.com
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