Inbox [Tools & Features]

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

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

How to Navigate your Veryfi Inbox

Watch these video instructions to get more insights on how to navigate your Inbox
Helen avatar
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.
Helen avatar
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

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

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
Helen avatar
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
Ernest S avatar
Written by Ernest S
Updated over a week ago