Walkthrough Demos
  • 02 Jul 2024
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Walkthrough Demos

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Article summary

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


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


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

Export Data

To get to the export screen: tap the "Dashboard" tab ➜ tap "Download Data"

Report PDF (receipt images included)

  1. by custom date range

  2. by month

Summary PDF

  1. by year

Excel/CSV

  1. with receipt image files

  2. by all time


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