Veryfi Reporting Video Tutorial

Expense, P&L, Job Costing, Monthly Activity Reports etc.

Written by Helen
Updated over a week ago

How to Export Line Items from your Veryfi Inbox

Exporting line items into CSV file

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.

Written by Ernest S
Updated over a week ago

Create a Yearly Report for 2018

How to create an annual report for 2017, 2018, 2019 etc..

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.

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

Written by Ernest S
Updated over a week ago

Exporting your documents into excel/csv file

How to export all your documents into a csv file for offline editing

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.

Written by Ernest S
Updated over a week ago

How to Create a Report

Generate / create a report using web app

Written by Ernest S
Updated over a week ago

How do I email reports?

Emailing Veryfi Reports

Written by Ernest S
Updated over a week ago

How can I download all of my receipt images?

Downloading your receipt images from Veryfi

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

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.

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

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

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

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

Written by Ernest S
Updated over a week ago