Expense Management App

SMB Product [SaaS, $15/mo, Mobile app + Web portal]

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199 articles in this collection
Written by Ernest S, Dmitry Birulia, and Helen
Veryfi For Accountants

Trusted Advisor Circle

Marketplace for Accountants
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Written by Helen
Updated over a week ago

Video Series for Accountants

Getting started for Accountants
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Written by Helen
Updated over a week ago

Veryfi for Accountants & Bookkeepers

What makes Veryfi an ideal service for Accountants and Bookkeepers wanting to modernize their client's bookkeeping
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Written by Ernest S
Updated over a week ago

Veryfi for Accountants Intro. Video Tutorial

Practice Management Software you need
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Written by Helen
Updated over a week ago

Getting Started for Accountants. Video Tutorials

Veryfi for Accountants is an Accounting Practice Management Portal for Accountants and Bookkeepers
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Written by Helen
Updated over a week ago

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
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Written by Helen
Updated over a week ago

How to manage Clients with Different Currencies

Have Clients that work with different Currencies and have different Date Formats? No worries!
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Written by Helen
Updated over a week ago

Client Portal Tips

Once you added a Client, here's what you need to know about the CLIENT Portal view
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Written by Ernest S
Updated over a week ago

ToDo Bell Notifications for your Client Accounts

What does the bell icon with a number next to my client account mean?
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Written by Ernest S
Updated over a week ago

Partner Program by Veryfi for Accountants. Video Tutorials.

Your Accountant profile listed on Trusted Advisor Circle
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Written by Helen
Updated over a week ago

How to invite my accountant or bookkeeper to my Veryfi books

Forget the old school methods of doing this. No more sending or faxing paper documents at the end of the year.
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Written by Ernest S
Updated over a week ago

Give a team member access to your Clients

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Written by Helen
Updated over a week ago

How to manage my Veryfi Clients

For Accountants, Bookkeepers, CPAs and Trusted Advisors wanting to manage their client books (account)
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Written by Ernest S
Updated over a week ago

How to use the Client Management portal

Accountant Practice Management Software by Veryfi
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Written by Ernest S
Updated over a week ago
Inbox Features & Tools

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

Bulk actions on Projects

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Written by Dmitry Birulia
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
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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
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Written by Ernest S
Updated over a week ago

ToDo Notifications

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

How to Manage ToDo Notifications

Check out this video on ToDo Notifications
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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
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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 Track Reimbursable Expenses

Reimbursable Expenses Submitting/ Approval /Reporting
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Written by Helen
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?
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Written by Helen
Updated over a week ago

Expense Approval for Teams. Video Instructions

It helps businesses to streamline the tasks: creating, validating, and approving expense reimbursement claims for employee-incurred expenses
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Written by Helen
Updated over a week ago

Date Filter Definitions

Date filters for document/categories/vendors/etc
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Written by Helen
Updated over a week ago

How to Move Documents to a different Profile or Team member?

Moving Documents between different Profiles / Team members
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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
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Written by Ernest S
Updated over a week ago

How to split by multiple job/cost codes (items)

Segment a bill/receipt by different job/cost codes inside Veryfi web app
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Written by Dmitry Birulia
Updated over a week ago

Money In and Money Out

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Written by Dmitry Birulia
Updated over a week ago

Why can't I enter negative amounts?

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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.
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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
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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
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Written by Ernest S
Updated over a week ago

I cannot see my receipts in documents

To see past receipts, use the filters options
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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
Settings Profile & Company

Veryfi Company Settings Video Tutorial

Allow Non-Admins Create and Edit Categories/Tags, Enable Billable/Reimbursable, Category Display, Auto Create Payment Types etc.
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Written by Helen
Updated over a week ago

Profile Settings Video Tutorial

Currency, Contact email, Taxes, Date Format, Notifications etc..
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Written by Helen
Updated over a week ago

How to Reset your Password

Veryfi stores 1 way encrypted passwords so we cannot give you your old password. But you can reset it. Here's how.
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Written by Dmitry Birulia
Updated over a week ago

How do I change the Email Address on file with Veryfi?

How to change your email address (also your username) in mobile & web app
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Written by Ernest S
Updated over a week ago

How do I change my veryfi.cc email?

Your personal veryfi.cc is too long or complex? Make it simple
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Written by Helen
Updated over a week ago

How to change date format, default currency and timezone

Veryfi Hub Settings allows you to change the format of dates, your default currency and timezone
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Written by Ernest S
Updated over a week ago

How to track more than 1 sales tax (GST, HST, PST, QST & VAT)?

Yes, Veryfi supports collecting up to 3 Taxes per receipt
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Written by Ernest S
Updated over a week ago

How to change my DATE Format

dd/mm/yyyy or mm/dd/yyyy
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Written by Ernest S
Updated over a week ago

How to turn off todo bell notification

Don't like the ringing bell showing you a summary of todos? Here's how to turn it off
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Written by Ernest S
Updated over a week ago
Collection Methods

PDF Splitter in Veryfi

Multipage PDFs with separate invoices inside - not a problem anymore!
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Written by Helen
Updated over a week ago

All Collection Methods Overview. Video Tutorials.

Scan, Upload, Email, Dictate, Type etc..
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Written by Helen
Updated over a week ago

Veryfi Reporting Video Tutorial

Expense, P&L, Job Costing, Monthly Activity Reports etc.
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Written by Helen
Updated over a week ago

How to Export Line Items from your Veryfi Inbox

Exporting line items into CSV file
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Written by Ernest S
Updated over a week ago

How to upload receipts using your browser

Drag and drop your receipts, bills, invoices, airbnb csv ledger etc into Veryfi's web app for real-time OCR processing
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Written by Ernest S
Updated over a week ago

Bulk Upload into Veryfi using Dropbox, Box or Google Drive

Veryfi Reverse Cloud Sync
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Written by Ernest S
Updated over a week ago

How to Generate Last Month Report

Veryfi sends Last Month's Report automatically on the 2nd of each new month. Here's how to generate your own.
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Written by Ernest S
Updated over a week ago

How to Email your Receipts, Bills & Invoices to Veryfi

Watch these video instructions to get more insights
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Written by Helen
Updated over a week ago

What is my ___veryfi.cc email address?

How to email receipts like hotel receipts, pos receipts or bills to Veryfi Inbox
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Written by Ernest S
Updated over a week ago

How to. Gmail Setup for Bill & Receipt Collection direct into Veryfi

Set Gmail Autoforwarding to Veryfi
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Written by Helen
Updated over a week ago

How to set Outlook to automatically forward Bills to Veryfi?

Use rules in Outlook Web App to automatically forward messages to another account
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Written by Helen
Updated over a week ago

I forwarded receipts to my Veryfi email, but I can't see them inside the app

Where have my digital emails gone to?
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Written by Helen
Updated over a week ago

Add a Tag or Category to your email receipts

Just add Tag(s) or Category to the end of the subject line
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Written by Helen
Updated over a week ago

How to Manually Add Receipts

Use hub.veryfi.com to manually collect documents
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Written by Ernest S
Updated over a week ago

What ways can I collect receipts?

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Written by Ernest S
Updated over a week ago

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.
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Written by Ernest S
Updated over a week ago

What email do I forward digital receipts, bills & invoices to?

Bill fetch & forward your digital receipts directly into Veryfi
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Written by Ernest S
Updated over a week ago

Can I use my Apple Watch to Collect Expenses?

Yes you can. Check out this short demo video of Veryfi running on Apple Watch.
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Written by Ernest S
Updated over a week ago
Reporting

Expense Reporting Explained. Video Tutorials.

Video explains how to use Veryfi's Expense Reporting
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Written by Helen
Updated over a week ago

Create a Yearly Report for 2018

How to create an annual report for 2017, 2018, 2019 etc..
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Written by Ernest S
Updated over a week ago

How to Generate a Logbook Report in CSV format

Here's how to generate a CSV report of all your drives. CSV files are comma separated value files and often used with Microsoft Excel.
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Written by Ernest S
Updated over a week ago

How to print your Reports directly from mobile

You can print your expense report using your iphone or android app via air print
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Written by Ernest S
Updated over a week ago

How do I export all my data

Create a Report. It contains a zip of all your receipts.
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Written by Ernest S
Updated over a week ago

How to Create a Report

Generate / create a report using web app
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Written by Ernest S
Updated over a week ago

How do I email reports?

Emailing Veryfi Reports
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Written by Ernest S
Updated over a week ago

How can I download all of my receipt images?

Downloading your receipt images from Veryfi
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Written by Ernest S
Updated over a week ago

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
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Written by Ernest S
Updated over a week ago

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.
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Written by Ernest S
Updated over a week ago

How do I print my receipts for an entire year?

How to get a list of all my receipts for the year
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Written by Ernest S
Updated over a week ago

Why do my PDF reports contain both thumbnail images of receipts and large images?

PDF reports contain large and small receipt images
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Written by Ernest S
Updated over a week ago

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
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Written by Ernest S
Updated over a week ago

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
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Written by Ernest S
Updated over a week ago
Bank Feeds

Bank Feeds via Yodlee

Veryfi's Bank Feed Partner is the leader in bank integrations; Envestnet | Yodlee
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Written by Ernest S
Updated over a week ago

How to Import your Bank Transactions into Veryfi Video Tutorial

Automatically via Yodlee & Manually by uploading a CSV
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Written by Helen
Updated over a week ago

How to Reconcile Bank Transactions with Veryfi Video Tutorial

Reconcile your Bank Transactions against your Receipts & Bills in seconds using Veryfi AI
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Written by Helen
Updated over a week ago

How to Reconcile using Veryfi Bank Feeds ?

How to import bank feeds & categorize them
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Written by Ernest S
Updated over a week ago

How to automatically fetch Bank Statements?

bank statements fetching
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Written by Dmitry Birulia
Updated over a week ago

How to manually add a bank/credit account for manual importing of transactions

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Written by Dmitry Birulia
Updated over a week ago

How to manually import transactions into bank feed

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Written by Dmitry Birulia
Updated over a week ago

Bulk actions in Bank Feeds

bulk actions for bank feed transactions
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Written by Dmitry Birulia
Updated over a week ago

Can`t Link or Update your Bank Account?

Please send us a screenshot of the error you are getting we will dig in
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Written by Helen
Updated over a week ago

My bank is missing from the Banking section

Veryfi supports all US banks and most Australia & Canadian banks
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Written by Ernest S
Updated over a week ago

"Please check your cookie settings" error when connecting a bank account

How to enable your browser cookies to avoid this error message
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Written by Dmitry Birulia
Updated over a week ago

Success Story: How Veryfi is Disrupting with Envestnet | Yodlee

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Written by Helen
Updated over a week ago
Veryfi Mobile app

Veryfi Camera Explained

Short overview of what is what inside the NEW Veryfi Lens (v2.1.1+)
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Written by Ernest S
Updated over a week ago

Switch profiles on iOS Veryfi app?

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Written by Helen
Updated over a week ago

Scan Multiple Documents at the Same Time. Video Instructions.

Lens is trained to detect & capture multiple receipts on your mobile device, ignoring tiles, books and other non-receipt objects with edges
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Written by Helen
Updated over a week ago

Meet the new design of Veryfi iOS Expense app

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Written by Helen
Updated over a week ago

Turn off Backup Scans to Device Gallery

Backup Scans to Photo Gallery is on by default
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Written by Helen
Updated over a week ago

Meet the new design of Veryfi Android Expense app

Better User Experience that put people at the center
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Written by Helen
Updated over a week ago

Receipts Data Capture with Intelligent Fix Ups

Automatically rotating upside receipts & Correcting handwritten miscalculation where totals might not add up.
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Written by Helen
Updated over a week ago

How to turn off automatic crop detection and use manual crop

Automatic crop detection might get confused with the background
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Written by Ernest S
Updated over a week ago

How to Scan Multi-Page Receipts & Invoices. Video Tutorial.

Have two receipts for one transaction?
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Written by Helen
Updated over a week ago

Best practices for snapping documents

Distance, Image Quality, Blur detection, Camera Configuration
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Written by Helen
Updated over a week ago

How to Scan & Process Receipts in Real-Time using Veryfi Mobile App. Video Tutorial.

Say goodbye to data entry and bookkeeping by recovering lost hours of productivity each week doing it the old way
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Written by Helen
Updated over a week ago

I cannot see my receipts after a scan

Things to check to make before reaching out to support to debug your app
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Written by Ernest S
Updated over a week ago

How to Record your screen on an Android device?

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Written by Helen
Updated over a week ago

How to record the screen on your iPhone

Sometimes a short screen record can help us get what is not working for you in a minute
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Written by Helen
Updated over a week ago

I want to scan multiple photos but camera closes after each scan

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Written by Ernest S
Updated over a week ago

Receipt detection in app is jumping around

If receipt detection moves sparingly then try a darker background
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Written by Ernest S
Updated over a week ago

Screen is black. Camera not starting.

Instructions for iPhone Users
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Written by Ernest S
Updated over a week ago

How often do you release app updates?

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Written by Ernest S
Updated over a week ago