Expense Management App
SMB Product [SaaS, $15/mo, Mobile app + Web portal]
By Helen and 2 others3 authors197 articles
What are your Plans and Prices?
Do you have Corporate / Enterprise seat discounts?
How many receipts can I upload per month?
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?
Do I have to pay $15 per user per month for each user using Veryfi in my company?
Trusted Advisor Circle
Video Series for Accountants
Veryfi for Accountants & Bookkeepers
Veryfi for Accountants Intro. Video Tutorial
Getting Started for Accountants. Video Tutorials
How to Manage your Client's Billing. Video Tutorials.
How to manage Clients with Different Currencies
Client Portal Tips
ToDo Bell Notifications for your Client Accounts
Partner Program by Veryfi for Accountants. Video Tutorials.
How to invite my accountant or bookkeeper to my Veryfi books
Give a team member access to your Clients
How to manage my Veryfi Clients
How to use the Client Management portal
How to Navigate your Veryfi Inbox
Bulk actions on Projects
How to customize your Inbox > Documents table columns
How do I modify the data?
How to Bulk assign / Bulk edit your Data
Why is my Tax auto calculated?
How to Manage ToDo Notifications
What exchange rate Veryfi use to convert the currency?
Bulk Actions for Bulk Editing
Does this service allow for a local back up of receipts for the end user?
How to Track Reimbursable Expenses
How to Review and Approve business expenses?
Expense Approval for Teams. Video Instructions
Date Filter Definitions
How to Move Documents to a different Profile or Team member?
Searching your Inbox for your Team's Document/s
How to split by multiple job/cost codes (items)
Money In and Money Out
Why can't I enter negative amounts?
How to gather all Not Viewed Documents in one place?
How to find Cloned Documents
How to change Money In to Money Out ?
I cannot see my receipts in documents
How to Archive Old Receipts?
Veryfi Company Settings Video Tutorial
Profile Settings Video Tutorial
How to Reset your Password
How do I change the Email Address on file with Veryfi?
How do I change my veryfi.cc email?
How to change date format, default currency and timezone
How to track more than 1 sales tax (GST, HST, PST, QST & VAT)?
How to change my DATE Format
How to turn off todo bell notification
PDF Splitter in Veryfi
All Collection Methods Overview. Video Tutorials.
Veryfi Reporting Video Tutorial
How to Export Line Items from your Veryfi Inbox
How to upload receipts using your browser
Bulk Upload into Veryfi using Dropbox, Box or Google Drive
How to Generate Last Month Report
How to Email your Receipts, Bills & Invoices to Veryfi
What is my ___veryfi.cc email address?
How to. Gmail Setup for Bill & Receipt Collection direct into Veryfi
How to set Outlook to automatically forward Bills to Veryfi?
I forwarded receipts to my Veryfi email, but I can't see them inside the app
Add a Tag or Category to your email receipts
How to Manually Add Receipts
What ways can I collect receipts?
How to Stitch Additional Receipts to an Existing Inbox Transaction with Veryfi web app?
What email do I forward digital receipts, bills & invoices to?
Can I use my Apple Watch to Collect Expenses?
Expense Reporting Explained. Video Tutorials.
Create a Yearly Report for 2018
How to Generate a Logbook Report in CSV format
How to print your Reports directly from mobile
How do I export all my data
How to Create a Report
How do I email reports?
How can I download all of my receipt images?
Does Veryfi allow me to save the actual scanned invoice PDFs locally on my computer?
Is there a way to download receipts that are entered through the app?
How do I print my receipts for an entire year?
Why do my PDF reports contain both thumbnail images of receipts and large images?
I need my reports to show a different currency. Currently everything is converted to U.S. Dollars. Can I change this?
Is there a way to add a conversion column for foreign currency and set the preference for CAD rather than USD?
How to Import your Bank Transactions into Veryfi Video Tutorial
How to Reconcile Bank Transactions with Veryfi Video Tutorial
How to Reconcile using Veryfi Bank Feeds ?
How to automatically fetch Bank Statements?
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 Feeds
Can`t Link or Update your Bank Account?
My bank is missing from the Banking section
"Please check your cookie settings" error when connecting a bank account
Success Story: How Veryfi is Disrupting with Envestnet | Yodlee
How to Connect QuickBooks Online to Veryfi. Video Tutorial.
How to Connect QuickBooks Online to Veryfi?
How to Sync Documents into QuickBooks [video]
How to Connect & Sync Veryfi to QuickBooks Desktop. Video Tutorials.
How to Connect QuickBooks Desktop to Veryfi?
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?
How do I match expenses in QuickBooks?
Control how Vendors are pushed to QuickBooks Online
Why does the app input transactions into QuickBooks as a “Bill” and not an “Expense”?
Xero security update. In 2022 MFA will be required for all Veryfi users connected to Xero
How to Sync Documents into Xero. Video Instructions
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.
How to Upgrade. Expense Management.
How do I manage my product subscriptions
How to apply a discount Promo Code?
How do I manage my subscription or billing?
Update Billing / CC information? Expense Product
My Payment has Failed. How much time do I have before I got cancelled?
How to delete / close your subscription?
How do you compare to Expensify?
Expensify vs Veryfi
Botkeeper vs Veryfi
Receipt Bank vs Veryfi
Veryfi vs Shoeboxed, vs Receipt Bank, vs Expensify, vs Tallie
What distinguishes Veryfi from competitors?
How does Veryfi compare to Expensify?
I want to migrate from Expensify
Veryfi Camera Explained
Switch profiles on iOS Veryfi app?
Scan Multiple Documents at the Same Time. Video Instructions.
Meet the new design of Veryfi iOS Expense app
Turn off Backup Scans to Device Gallery
Meet the new design of Veryfi Android Expense app
Receipts Data Capture with Intelligent Fix Ups
How to turn off automatic crop detection and use manual crop
How to Scan Multi-Page Receipts & Invoices. Video Tutorial.
Best practices for snapping documents
How to Scan & Process Receipts in Real-Time using Veryfi Mobile App. Video Tutorial.
I cannot see my receipts after a scan
How to Record your screen on an Android device?
How to record the screen on your iPhone
I want to scan multiple photos but camera closes after each scan
Receipt detection in app is jumping around
Screen is black. Camera not starting.
How often do you release app updates?