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Expense Management App
Expense Management App

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

163 articles

PDF Splitter in VeryfiMultipage PDFs with separate invoices inside - not a problem anymore!
Veryfi Reporting Video TutorialExpense, P&L, Job Costing, Monthly Activity Reports etc.
All Collection Methods Overview. Video Tutorials.Scan, Upload, Email, Dictate, Type etc..
How to Export Line Items from your Veryfi InboxExporting line items into CSV file
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 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 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 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