Team Guides

Inviting Users

• Inviting Users

• Changing Team Roles & Permissions

Workspace Settings

• Managing Categories (applies to vendors & payment methods)

• Hiding Payment Methods (make members only see the payment methods they created)

Expense Tracking

Basic

• Scanning Receipts

• Uploading Online Receipts and Screenshots

• Email Receipt Forwarding

• Reviewing Imported Transactions

Advanced

• Bulk Edit Expenses

• Link a Card or Bank Account

• Email Inbox Scanning

Reports

• Creating Custom Reports

• Exporting Data (Generating Reports)