Inbox [Tools & Features]

Documents, Categories, Tags, Payment Types, Vendors, Customers

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

How to Move Documents to a different Profile or Team member?

Moving Documents between different Profiles / Team members
Helen avatar
Written by Helen
Updated this week

Searching your Inbox for your Team's Document/s

Need to find a receipt someone on your team recorded? No worries. It's easy. Here's how
Ernest S avatar
Written by Ernest S
Updated over a week ago

Money In and Money Out

Dmitry Birulia avatar
Written by Dmitry Birulia
Updated over a week ago

Why can't I enter negative amounts?

Dmitry Birulia avatar
Written by Dmitry Birulia
Updated over a week ago

How to gather all Not Viewed Documents in one place?

Didn't have time to work on submitted data? No worries. Now it is easy to find.
Helen avatar
Written by Helen
Updated over a week ago

How to find Cloned Documents

To find Cloned Documents, please enable Document ID Column in your Inbox
Helen avatar
Written by Helen
Updated over a week ago

How to change Money In to Money Out ?

Money In / Money Out can be changed in the Document Detail view
Ernest S avatar
Written by Ernest S
Updated this week

I cannot see my receipts in documents

To see past receipts, use the filters options
Ernest S avatar
Written by Ernest S
Updated over a week ago

How 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?
Ernest S avatar
Written by Ernest S
Updated this week

Cloning receipts

A better method than bill splits using sub-ledgers
Ernest S avatar
Written by Ernest S
Updated this week

How to Archive Old Receipts?

What to do with your old aka processed receipts? Let`s Archive them!
Ernest S avatar
Written by Ernest S
Updated this week