Inbox [Tools & Features]

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

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

How to Review and Approve business expenses?

Have a credit card for company expenses and you want to make sure they’re all legitimate?
Helen avatar
Written by Helen
Updated over a week ago

How to Navigate your Veryfi Inbox

Watch these video instructions to get more insights on how to navigate your Inbox
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Written by Helen
Updated over a week ago

How to customize your Inbox > Documents table columns

Boost your Productivity by Customizing your Documents view. Enable necessary Columns. Track what you need only.
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Written by Helen
Updated over a week ago

How do I modify the data?

Most fields are editable by tapping on them
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
Ernest S avatar
Written by Ernest S
Updated over a week ago

ToDo Notifications

Veryfi tells you in real-time what documents need your attention this month
Ernest S avatar
Written by Ernest S
Updated over a week ago

Why is my Tax auto calculated?

Veryfi seems to be adding tax where I don't want it to. Why is that?
Ernest S avatar
Written by Ernest S
Updated over a week ago

How to Manage ToDo Notifications

Check out this video on ToDo Notifications
Helen avatar
Written by Helen
Updated over a week ago

What exchange rate Veryfi use to convert the currency?

Current market exchange rate for that day
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Written by Helen
Updated over a week ago

Bulk Actions for Bulk Editing

Video instructions on Bulk Actions
Helen avatar
Written by Helen
Updated over a week ago

Does this service allow for a local back up of receipts for the end user?

How to save your receipts locally on your mobile device
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Written by Ernest S
Updated over a week ago
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 over a week ago

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 over a week ago

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?
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Written by Ernest S
Updated over a week ago

Cloning receipts

A better method than bill splits using sub-ledgers
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Written by Ernest S
Updated over a week ago

How to Archive Old Receipts?

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