Configuration & Getting Started

Ernest S avatar Dmitry Birulia avatar Helen avatar
31 articles in this collection
Written by Ernest S, Dmitry Birulia, and Helen

How do I get started?

1. Register, 2. Get Apps and 3. If you like Veryfi after 14 days trial upgrade to our Premium Unlimited Plans
Ernest S avatar
Written by Ernest S
Updated over a week ago

How to change date format, default currency and timezone

Veryfi Hub Settings allows you to change the format of dates, your default currency and timezone
Ernest S avatar
Written by Ernest S
Updated over a week ago

How to Bulk assign / Bulk edit your Data

Bulk assign or edit Categories, Tags, Vendors, Payments, Billable, Customers, Reimbursable, Archived data and Delete documents
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Written by Ernest S
Updated this week

How to update Billing / Credit Card information?

Helen avatar
Written by Helen
Updated over a week ago

How to set Gmail Bill Forwarding to Veryfi?

Set Gmail Autoforwarding to Veryfi
Helen avatar
Written by Helen
Updated this week

Add / Edit / Delete Tags

add, edit or delete tags
Helen avatar
Written by Helen
Updated over a week ago

Add a Tag or Category to your email receipts

Just add Tag(s) or Category to the end of the subject line
Helen avatar
Written by Helen
Updated over a week ago

How do I change my veryfi.cc email?

Your personal veryfi.cc is too long or complex? Make it simple
Helen avatar
Written by Helen
Updated over a week ago

My Payment has Failed. How much time do I have before I got cancelled?

Veryfi will make 4 more attempts within 2 weeks to charge your Credit Card, then your subscription will be deleted
Helen avatar
Written by Helen
Updated over a week ago

How to Upgrade your Veryfi Account?

How to from Free to a Subscription Veryfi Account
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Written by Helen
Updated over a week ago

How to apply a discount Promo Code?

Helen avatar
Written by Helen
Updated over a week ago

Add / Edit / Delete Category

How to add a category or many, edit one or many categories and delete categories
Helen avatar
Written by Helen
Updated over a week ago

Which profile am I managing?

How to identify the Profile you are currently logged in to.
Ernest S avatar
Written by Ernest S
Updated over a week ago

How to turn off todo bell notification

Don't like the ringing bell showing you a summary of todos? Here's how to turn it off
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Written by Ernest S
Updated over a week ago

How to Reset your Password

Veryfi stores 1 way encrypted passwords so we cannot give you your old password. But you can reset it. Here's how.
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Written by Dmitry Birulia
Updated over a week ago

Bulk Upload into Veryfi using Dropbox, Box or Google Drive

Veryfi Reverse Cloud Sync
Ernest S avatar
Written by Ernest S
Updated over a week ago

Team Category Permissions

How to limit Team Categories (Chart of Accounts) per employee / user
Ernest S avatar
Written by Ernest S
Updated over a week ago

Date in the incorrect format?

dd/mm/yyyy or mm/dd/yyyy or some other format?
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Written by Ernest S
Updated over a week ago

Construction by Veryfi

Automated time & materials tracking app with team visibility across projects.
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Written by Ernest S
Updated over a week ago

TimeSheets by Veryfi

Automated time tracking and employee scheduling app for companies needing to track, manage, and report time.
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Written by Ernest S
Updated over a week ago

How much data does Veryfi extract from receipts, bills & invoices

Veryfi gives you a wealth of Insights from its wealth of data extraction.
Ernest S avatar
Written by Ernest S
Updated over a week ago

Do you support more than 1 tax?

Yes, Veryfi supports collecting up to 3 Taxes per receipt
Ernest S avatar
Written by Ernest S
Updated over a week ago

What email do I forward digital receipts, bills & invoices to?

Bill fetch & forward your digital receipts directly into Veryfi
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Written by Ernest S
Updated this week

I uploaded a receipt and see that OCR wrongly recognized the amount. What should I do?

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Written by Ernest S
Updated over a week ago

When setting up my account I entered in a category that I now want to delete. How do I do that?

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Written by Ernest S
Updated over a week ago

How do I setup a business account?

Veryfi YouTube Channel features a video on step by step setting up a business account on Veryfi
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Written by Ernest S
Updated over a week ago

How to Share your Tags with My Team

Active it inside your Web app Settings
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Written by Ernest S
Updated over a week ago

Is there a way to add a conversion column for foreign currency and set the preference for CAD rather than USD?

How to add a conversion column for managing foreign currency when you travel overseas
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Written by Ernest S
Updated over a week ago

How do I change the Email Address on file with Veryfi?

How to change your email address (also your username) in mobile & web app
Ernest S avatar
Written by Ernest S
Updated over a week ago

Is there a way to put multiple receipts into one transaction?

For instance, a restaurant gave me 2 receipts — one itemized and one showing the final charge amount. Can I combine them in Veryfi?
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Written by Ernest S
Updated over a week ago

I need my reports to show a different currency. Currently everything is converted to U.S. dollars. Can I change this?

Changing Veryfi default currency is done in your Profile Settings
Ernest S avatar
Written by Ernest S
Updated over a week ago