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2. Web Portal FAQ & Tutorials

← Knowledge Base

  1. What is the Web Version URL – and Why Use It?

  2. Defining Categories, Accounts & Exchange Rates in the Web Portal

  3. How to Generate Excel & PDF Reports

  4. How to Download Your Receipt Images (**New)

  5. How to Integrate with QuickBooks Online

  6. How to Scan PDF & Image Files in Bulk

  7. How a Team Collaborates in Foreceipt

  8. How to Process PDF Bank Statements (** New)

  9. How to Upload a Bank Transaction CSV File

  10. How to Set Up a Recurring Receipt

  11. How to Edit Multiple Receipts at Once

  12. How to Quickly Search Receipts with Any Criteria

  13. How to Create & Update a Receipt

  14. How to Use Dashboard Pages

  15. How Do Referrals Work (** New)

Feedback and Knowledge Base

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