Walkthrough Demos

Getting Started

Expenses

1. Scan Receipts / Quick Editing

2. Email Receipt Forwarding

3. Bulk Editing Expenses

4. Adding a Separate Refund or Credit Expense

Trips

1. Manually Add a Trip

Workspaces

Workspaces are generally used to separate expense types (business vs. personal), or for managing multiple businesses or clients.

1. Add New Workspace (for multiple expense types or businesses)

2. Invite / Add Members

3. Hide Payment Methods (make members see only their own payment methods)

4. Join a Workspace via "Share Link"

5. Join a Workspace via Email Invite

6. Change The Workspace Name

Sync Bank Transactions

Automatically sync and download bank transactions up to the past 12 months (depends on your bank)

1. Link a Bank Account

2. Review Bank Transactions

3. Resolving "Account Disconnected"

Sync Email Receipts

Automatically scan your email's inbox for digital receipts.

1. Link a Gmail account

Manage Categories / Vendors / Payment Methods

1. Add Category when Editing an Expense (applies to vendors & payment methods)
   Add Category via Category Filter

2. Edit Category when Editing an Expense (applies to vendors & payment methods)

3. Set Category to Tax-Deductible

4. Set a Default Payment Method

5. Delete Category when Editing an Expense (be careful - no delete confirmation; applies to vendor & payment methods)

Custom Expense Reports

1. Create a Custom Report

Exporting Data

To get to the export screen: tap the "Dashboard" tab (bottom-left) ➜ tap "Download Data"

• By last year

• By all time

• By custom date range

• By a report in the “Reports” tab

Available export filters: User, Total, Report, Vendor, Category, Payment Method, Income Category, Client, Drive Class, Vehicle, Location, Has Receipts, Missing Receipts, Tax-deductible, Nondeductible

To exclude receipt images: Tap “Advanced Options” ➜ Uncheck “Download Images”