Configuration & Getting Started

Ernest S avatar Dmitry Birulia avatar Helen avatar
33 articles in this collection
Written by Ernest S, Dmitry Birulia, and Helen

How to Delete/Remove a Team Member

Your employee is no longer within the company? Want to remove the user from your Billing but keep access to this user data?
Helen avatar
Written by Helen
Updated this week

How to customize your Inbox > Documents table columns

Boost your Productivity by Customizing your Documents view. Enable necessary Columns. Track what you need only.
Helen avatar
Written by Helen
Updated this week

How do I get started?

1. Register, 2. Get Apps and 3. If you like Veryfi after 14 days trial upgrade to our Premium Unlimited Plans
Ernest S avatar
Written by Ernest S
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
Ernest S avatar
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
Ernest S avatar
Written by Ernest S
Updated over a week ago

How to update Billing / Credit Card information?

Helen avatar
Written by Helen
Updated over a week ago

How to set Gmail Bill Forwarding to Veryfi?

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

Add / Edit / Delete Tags

add, edit or delete tags
Helen avatar
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
Helen avatar
Written by Helen
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
Helen avatar
Written by Helen
Updated over a week ago

My Payment has Failed. How much time do I have before I got cancelled?

Veryfi will make 4 more attempts within 2 weeks to charge your Credit Card, then your subscription will be deleted
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Written by Helen
Updated over a week ago

How to Upgrade your Veryfi Account?

How to from Free to a Subscription Veryfi Account
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Written by Helen
Updated over a week ago

How to apply a discount Promo Code?

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Written by Helen
Updated over a week ago

Add / Edit / Delete Category

How to add a category or many, edit one or many categories and delete categories
Helen avatar
Written by Helen
Updated over a week ago

Which profile am I managing?

How to identify the Profile you are currently logged in to.
Ernest S avatar
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
Ernest S avatar
Written by Ernest S
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.
Dmitry Birulia avatar
Written by Dmitry Birulia
Updated over a week ago

Bulk Upload into Veryfi using Dropbox, Box or Google Drive

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

Team Category Permissions

How to limit Team Categories (Chart of Accounts) per employee / user
Ernest S avatar
Written by Ernest S
Updated over a week ago

Date in the incorrect format?

dd/mm/yyyy or mm/dd/yyyy or some other format?
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Written by Ernest S
Updated over a week ago

Construction by Veryfi

Automated time & materials tracking app with team visibility across projects.
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Written by Ernest S
Updated over a week ago

TimeSheets by Veryfi

Automated time tracking and employee scheduling app for companies needing to track, manage, and report time.
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Written by Ernest S
Updated over a week ago

How much data does Veryfi extract from receipts, bills & invoices

Veryfi gives you a wealth of Insights from its wealth of data extraction.
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Written by Ernest S
Updated over a week ago

Do you support more than 1 tax?

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

I uploaded a receipt and see that OCR wrongly recognized the amount. What should I do?

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Written by Ernest S
Updated over a week ago

When setting up my account I entered in a category that I now want to delete. How do I do that?

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Written by Ernest S
Updated over a week ago

How do I setup a business account?

Veryfi YouTube Channel features a video on step by step setting up a business account on Veryfi
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Written by Ernest S
Updated over a week ago

How to Share your Tags with My Team

Active it inside your Web app 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

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

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

Is there a way to put multiple receipts into one transaction?

For instance, a restaurant gave me 2 receipts — one itemized and one showing the final charge amount. Can I combine them in Veryfi?
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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
Ernest S avatar
Written by Ernest S
Updated over a week ago