Inbox Features & Tools
11 articles
- 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