Expense Management App
SMB Product [SaaS, $15/mo, Mobile app + Web portal]
By Ernest and 3 others4 authors166 articles
How Veryfi works videosHow to setup Veryfi & make the most of your Veryfi experience
All about Veryfi biz & productRecorded from our Very 1st Veryfi Webinar
Who is Veryfi (formerly IQBoxy)?We outgrew IQBoxy so we renamed ourselves Veryfi. Let me explain why.
Who are some of your customers?
Will you be around next year?About Veryfi, Inc.
Do you have Corporate / Enterprise seat discounts?
How many receipts can I upload per month?300 receipts / invoices per month. However you can request for more!
Can I claim Veryfi subscription on my tax?
I did not realize the trial period ended after 2 weeks and I would be charged $15 a month. Why is it so expensive?14 day Trial period and Veryfi plan & pricing
Do I have to pay $15 per user per month for each user using Veryfi in my company?PRIME Subscription is $15 per MONTH / USER
Trusted Advisor CircleMarketplace for Accountants
Video Series for AccountantsGetting started for Accountants
Veryfi for Accountants & BookkeepersWhat makes Veryfi an ideal service for Accountants and Bookkeepers wanting to modernize their client's bookkeeping
Veryfi for Accountants Intro. Video TutorialPractice Management Software you need
Getting Started for Accountants. Video TutorialsVeryfi for Accountants is an Accounting Practice Management Portal for Accountants and Bookkeepers
How to Manage your Client's Billing. Video Tutorials.Manage your client's billing all by yourself using Veryfi's simplified self-serve billing portal
How to manage Clients with Different CurrenciesHave Clients that work with different Currencies and have different Date Formats? No worries!
Client Portal TipsOnce you added a Client, here's what you need to know about the CLIENT Portal view
ToDo Bell Notifications for your Client AccountsWhat does the bell icon with a number next to my client account mean?
Partner Program by Veryfi for Accountants. Video Tutorials.Your Accountant profile listed on Trusted Advisor Circle
How to invite my accountant or bookkeeper to my Veryfi booksForget the old school methods of doing this. No more sending or faxing paper documents at the end of the year.
Give a team member access to your Clients
How to manage my Veryfi ClientsFor Accountants, Bookkeepers, CPAs and Trusted Advisors wanting to manage their client books (account)
How to use the Client Management portalAccountant Practice Management Software by Veryfi
How to Remove Clients from Your BillingFor Accountants, Bookkeepers, CPAs and Trusted Advisors looking to remove a client from their subscription
Onboarding Comprehensive Checklist. Video Tutorials.All you ever wanted to ask
Sample of Receipts & InvoicesIf you don't have a receipt or invoice to try Veryfi, then feel free to use the following.
Getting Started. Onboarding Video Tutorial.Video will help you with the onboarding, what to expect and a checklist you can follow to make sure your 1st experience is optimal.
How do I setup a business account?Veryfi YouTube Channel features a video on step by step setting up a business account on Veryfi
Snap Receipts, Get Data Back in Real-Time!How to scan a receipt using Veryfi Core app. Includes small intro to document detail view.
What are the link/s to your mobile apps?
Is there a tutorial video I can watch on Veryfi?Yes our Youtube Channel features many educational videos.
How to Navigate your Veryfi InboxWatch these video instructions to get more insights on how to navigate your Inbox
Bulk actions on Projects
How to customize your Inbox > Documents table columnsBoost your Productivity by Customizing your Documents view. Enable necessary Columns. Track what you need only.
How do I modify the data?Most fields are editable by tapping on them
How to Bulk assign / Bulk edit your DataBulk assign or edit Categories, Tags, Vendors, Payments, Billable, Customers, Reimbursable, Archived data and Delete documents
ToDo NotificationsVeryfi tells you in real-time what documents need your attention this month
Why is my Tax auto calculated?Veryfi seems to be adding tax where I don't want it to. Why is that?
How to Manage ToDo NotificationsCheck out this video on ToDo Notifications
What exchange rate Veryfi use to convert the currency?Current market exchange rate for that day
Bulk Actions for Bulk EditingVideo instructions on Bulk Actions
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
How to Track Reimbursable ExpensesReimbursable Expenses Submitting/ Approval /Reporting
How to Review and Approve business expenses?Have a credit card for company expenses and you want to make sure they’re all legitimate?
Expense Approval for Teams. Video InstructionsIt helps businesses to streamline the tasks: creating, validating, and approving expense reimbursement claims for employee-incurred expenses
Date Filter DefinitionsDate filters for document/categories/vendors/etc
How to Move Documents to a different Profile or Team member?Moving Documents between different Profiles / Team members
Searching your Inbox for your Team's Document/sNeed to find a receipt someone on your team recorded? No worries. It's easy. Here's how
How to split by multiple job/cost codes (items)Segment a bill/receipt by different job/cost codes inside Veryfi web app
Money In and Money Out
Why can't I enter negative amounts?
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.
How to find Cloned DocumentsTo find Cloned Documents, please enable Document ID Column in your Inbox
How to change Money In to Money Out ?Money In / Money Out can be changed in the Document Detail view
I cannot see my receipts in documentsTo see past receipts, use the filters options
Cloning receiptsA better method than bill splits using sub-ledgers
How to Archive Old Receipts?What to do with your old aka processed receipts? Let`s Archive them!
How to Merge VendorsHelps if you have multiple variations of the same vendor. "Home Depot" & "The Home Depot", "Lowes" & Lowes Home" - Merge them into one.
How do I Change or Update Vendor in Web appYou can add or edit your Vendor inside the Document details
How can I update Vendor logo?instructions for updating logo for the merchant/vendor.
Veryfi Company Settings Video TutorialAllow Non-Admins Create and Edit Categories/Tags, Enable Billable/Reimbursable, Category Display, Auto Create Payment Types etc.
Profile Settings Video TutorialCurrency, Contact email, Taxes, Date Format, Notifications etc..
How to Reset your PasswordVeryfi stores 1 way encrypted passwords so we cannot give you your old password. But you can reset it. Here's how.
How do I change the Email Address on file with Veryfi?How to change your email address (also your username) in mobile & web app
How do I change my veryfi.cc email?Your personal veryfi.cc is too long or complex? Make it simple
How to change date format, default currency and timezoneVeryfi Hub Settings allows you to change the format of dates, your default currency and timezone
How to track more than 1 sales tax (GST, HST, PST, QST & VAT)?Yes, Veryfi supports collecting up to 3 Taxes per receipt
How to change my DATE Formatdd/mm/yyyy or mm/dd/yyyy
How to turn off todo bell notificationDon't like the ringing bell showing you a summary of todos? Here's how to turn it off
How to Setup your Team in Veryfi. Video Instructions (1)Give your Team Superpowers to Track and Automate their Expenses & Time spent on Projects
Workspace for Teams by Veryfi. Video Instructions(2)
How to Share your Tags with My TeamActivate it inside your Web app Settings
Setting Team BudgetYou can set a budget for each of your team members on a month to month basis
Team Category PermissionsHow to limit Team Categories (Chart of Accounts) per employee / user
PDF Splitter in VeryfiMultipage PDFs with separate invoices inside - not a problem anymore!
All Collection Methods Overview. Video Tutorials.Scan, Upload, Email, Dictate, Type etc..
Veryfi Reporting Video TutorialExpense, P&L, Job Costing, Monthly Activity Reports etc.
How to upload receipts using your browserDrag and drop your receipts, bills, invoices, airbnb csv ledger etc into Veryfi's web app for real-time OCR processing
How to Export Line Items from your Veryfi InboxExporting line items into CSV file
How to Generate Last Month ReportVeryfi sends Last Month's Report automatically on the 2nd of each new month. Here's how to generate your own.
How to Email your Receipts, Bills & Invoices to VeryfiWatch these video instructions to get more insights
What is my ___veryfi.cc email address?How to email receipts like hotel receipts, pos receipts or bills to Veryfi Inbox
How to. Gmail Setup for Bill & Receipt Collection direct into VeryfiSet Gmail Autoforwarding to Veryfi
How to set Outlook to automatically forward Bills to Veryfi?Use rules in Outlook Web App to automatically forward messages to another account
I forwarded receipts to my Veryfi email, but I can't see them inside the appWhere have my digital emails gone to?
Add a Tag or Category to your email receiptsJust add Tag(s) or Category to the end of the subject line
How to Manually Add ReceiptsUse hub.veryfi.com to manually collect documents
What ways can I collect receipts?
How to Stitch Additional Receipts to an Existing Inbox Transaction with Veryfi web app?How to add a 2nd receipt to an existing transaction in your inbox.
What email do I forward digital receipts, bills & invoices to?Bill fetch & forward your digital receipts directly into Veryfi
Can I use my Apple Watch to Collect Expenses?Yes you can. Check out this short demo video of Veryfi running on Apple Watch.
Expense Reporting Explained. Video Tutorials.Video explains how to use Veryfi's Expense Reporting
Create a Yearly Report for 2018How to create an annual report for 2017, 2018, 2019 etc..
How to Generate a Logbook Report in CSV formatHere's how to generate a CSV report of all your drives. CSV files are comma separated value files and often used with Microsoft Excel.
How to print your Reports directly from mobileYou can print your expense report using your iphone or android app via air print
How do I export all my dataCreate a Report. It contains a zip of all your receipts.
How to Create a ReportGenerate / create a report using web app
How do I email reports?Emailing Veryfi Reports
How can I download all of my receipt images?Downloading your receipt images from Veryfi
Does Veryfi allow me to save the actual scanned invoice PDFs locally on my computer?I need to have all PDFs saved locally as a backup
Is there a way to download receipts that are entered through the app?Sometimes we need to provide copies to clients and it would be helpful if they could be compiled into an email.
How do I print my receipts for an entire year?How to get a list of all my receipts for the year
Why do my PDF reports contain both thumbnail images of receipts and large images?PDF reports contain large and small receipt images
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
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
How to Reconcile Bank Transactions with Veryfi Video TutorialReconcile your Bank Transactions against your Receipts & Bills in seconds using Veryfi AI
How to Reconcile using Veryfi Bank Feeds ?How to import bank feeds & categorize them
How to automatically fetch Bank Statements?bank statements fetching
How to manually add a bank/credit account for manual importing of transactions
How to manually import transactions into bank feed
Bulk actions in Bank Feedsbulk actions for bank feed transactions
Can`t Link or Update your Bank Account?Please send us a screenshot of the error you are getting we will dig in
My bank is missing from the Banking sectionVeryfi supports all US banks and most Australia & Canadian banks
"Please check your cookie settings" error when connecting a bank accountHow to enable your browser cookies to avoid this error message
Success Story: How Veryfi is Disrupting with Envestnet | Yodlee
How to Connect QuickBooks Online to Veryfi. Video Tutorial.QuickBooks integration with Veryfi direct from quickbooks.intuit.com
How to Sync Documents into QuickBooks [video]Check out video instruction on how to sync all your receipts, invoices and bills directly into QuickBooks with ease
How to Connect & Sync Veryfi to QuickBooks Desktop. Video Tutorials.Step by step walk-through
If I Delete a Document in Veryfi, will it Remove one from QB/Xero?
How to Manage Multiple Business Accounts in QuickBooks under One Veryfi Account?Create 3x Profiles and Connect each one to the corresponding businesses in QuickBooks.
How do I match expenses in QuickBooks?
Control how Vendors are pushed to QuickBooks OnlineIf no matching Vendor found, allow Veryfi to create new Vendors in QuickBooks
Why does the app input transactions into QuickBooks as a “Bill” and not an “Expense”?
QuickBooks Online Error: "Failed to create new Vendor"Failed to create new Vendor. Please choose Vendor from existing QuickBooks Online Vendors, or allow Veryfi to create new vendors.
QuickBooks Online Error: There is no account associated with the item "xyz".QuickBooks online error for Product or Service Items
QuickBooks Error message - Invalid Reference IDThe error message typically indicates that there is an issue with the reference ID or the element ID of an account in the integration
Xero security update. In 2022 MFA will be required for all Veryfi users connected to XeroIn 2022 the Multi Factor Authentication (MFA) requirement will become global for all Veryfi users connected to Xero
How to Sync Documents into Xero. Video InstructionsConnect Veryfi and Xero to automatically sync transactions. Get an up-to-date view of your business and run it from anywhere.
How do I connect Xero to Veryfi?
I’m having an issue with reconciling a transaction pushed to Xero. The transaction shows up in the “Account Transactions” tab under “Profit & Loss” instead of in the “Account Transactions” tab.
In my Xero account, expenses are automatically being assigned as “I want to be repaid” and I can’t change it.Expenses assigned as expense Claims instead of Bills? Here's how to change this.
What are the brand icons in my Documents Inbox?Gray icon/s which may appear alongside your document transaction indicate data was sent to that connected app
Can you upload my receipts to dropbox from this app?Connect Veryfi to Dropbox. Back up receipts, bills and invoices in DropBox.
Would it be possible to activate PayPal?How to connect PayPal account inside Veryfi Banking
How to Send Uber Receipts to Veryfi?Use your @veryfi.cc email address to collect Uber receipts
How do I manage my product subscriptionsHow to manage your product subscription inside Veryfi for the money app, timesheets app and/or logbook app
How to apply a discount Promo Code?
How do I manage my subscription or billing?Veryfi is self-serve so all your billing and subscription enquiries are located inside the hub under...
Update Billing / CC information? Expense ProductExpense Management Product
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
How to delete / close your subscription?To cancel your paid subscription please do so inside web app under billing
How do I separate my personal from business expenses?Using Multiple Profiles you can separate your business expenses from your personal expenses
Multiple Profiles. Video Tutorial.Run multiple Businesses & Separate Business vs Personal expenses under one Veryfi account.
Multiple ProfilesEvery subscription comes with 3 profiles (separate entities) per your registered account
Which profile am I managing?How to identify the Profile you are currently logged in to.
Everything about Veryfi's time tracking and employee scheduling
Add your 1st ProjectTo use timesheets, you need a project to record time again. Here's how.
Construction by VeryfiAutomated time & materials tracking app with team visibility across projects.
How to Schedule Employees on ProjectsThis is used in conjunction with time tracking.
Enable automatic clock insUsing GPS with geofencing and floor detection, you can enable automatic tracking of time spent on projects without lifting a finger