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 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
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

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