Team Guides

Inviting Users

• Inviting Users

  • After a user is invited, an account is created for them if they don’t have one. They’ll receive an invite email and be asked to set their password.

  • If they’re an existing user, they will be automatically added to the workspace and won’t get an email. If they haven’t received an invite email, they must reset their password and log in.

• Changing Team Roles & Permissions

• Getting a password reset link

  • If users don’t receive the invite email for any reason, send them the demo above.

• App Links

  • Web App: https://app.easy-expense.com/

  • iOS (Apple): https://apps.apple.com/us/app/receipt-scanner-easy-expense/id1528787066

  • Android (Google Play): https://play.google.com/store/apps/details?id=com.easyexpense

Workspace Settings

• Managing Categories (applies to vendors & payment methods)

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

• Managing Tax Rates

Expense Tracking

Teams

• Scanning Receipts

• Email Receipt Forwarding

• Bulk Edit Expenses

Teams Pro

• Link a Card or Bank Account

• Linking with AMEX

• Email Inbox Scanning

• Reviewing Imported Transactions

• Adding Workspaces

Reconciling Transactions

• Merging via "Potential Duplicates" Section

• Merging via Manual “Merge” Button

• Attaching Receipts to Transactions in Review

• Attaching Receipts to Saved Transactions

Reports

• Creating Custom Reports

• Exporting Data (Generating Reports)

• Reconciliation Reports