Documents
16 articles
- 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 edit my Data in Bulk?