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👋Getting Started

Scanning Receipts Inviting Users (Teams)Team Roles and Permissions Workspace Settings Enabling Tax Rates Search Bar & Filters Adding Workspaces Walkthrough Demos

Expenses

Quick Editing Expenses Email Receipt Forwarding Manually Add Expenses Attach Additional Receipts Delete or Restore Expenses Bulk Edit Expenses Transfer an Expense Add a Refund Split an Expense Duplicate an expense Currency Conversion

Income

Manually Add Income

Vendors, Categories, and Payment Methods

Manage Categories Manage Vendors Manage Clients Manage Payment Methods

Filters

Filter transactions or drives

Exporting Data

Exporting Data & Images Export Types Available Creating Custom Reports

Import & Syncing Data

Reviewing Imported Transactions Email Inbox Scanning Link a Card or Bank Account Uploading Online Receipts and Screenshots Reconciling Transactions New Transaction Review Rules Automatic Reconciliation Reports Importing CSV files

Drives

Add, Edit, or Delete Drives Add, Edit, or Delete Drive Classifications Add, Edit, or Delete Vehicles Set Default Drive Classification Tracking Mileage

Financials

Financials Summary Adding Budgets

Workspaces

Change Workspace Settings

Account Settings

Changing Login Email Cancel your subscription Refund subscription

Teams

Team Guides Joining a Workspace Expense Approvals

Import & Syncing Data

Reviewing Imported Transactions
Email Inbox Scanning
Link a Card or Bank Account
Uploading Online Receipts and Screenshots
Reconciling TransactionsHandling duplicate expenses (mobile only)
New Transaction Review Rules
Automatic Reconciliation Reports
Importing CSV filesHow to format a CSV so our support team can import it into your account.

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