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Knowledge base
digit.squirrelstreet.com: our new user interface
Getting Started
4
Submit your documents to Squirrel Street (Digit UI only)
Receive, Verify and Find your Data (Digit UI only)
Action your documents - How to export to your Accounting Platform (Xero, MYOB, QBO, etc) (Digit UI only)
Action your documents - Other Possible Exports overview (csv, pdf, dropbox)(Digit UI only)
Envelopes
4
How do I print a coversheet? (Digit UI only)
How do I order a new Magic Envelope? (Digit UI only)
Will my documents be returned to me? (Digit UI only)
How do I find out the status of my envelope?
Integrations
6
Which MYOB Products does Squirrel Street support? (Digit UI only)
How do I integrate my Squirrel Street account with accounting software (Xero, MYOB, QBO etc)? (Digit UI only)
How do the export settings work? (Digit UI only)
How do I integrate Dropbox with Squirrel Street? (Digit UI only)
How do I change my export settings (accounting software)? (Digit UI only)
View all 6
How's the new UI different to the old one?
10
New UI Overview
New UI: Dashboard and Settings
New UI: Receipts/Other Documents
New UI: Reports (exporting to PDF/CSV)
New UI: Manage your envelopes
View all 10
Expense Reports
3
How do I create an Excel/CSV report? (Digit UI only)
How do I create a PDF report? (Digit UI only)
How do I create quarterly PDF/CSV reports? (Digit UI only)
Basics
17
The View and Export page in more depth (Digit UI only)
Are there already expense categories available in my account that I can assign to my receipts?
Automate - creating rules (Digit UI only)
How do I assign categories to receipts? (Digit UI only)
How do I Search? (Digit UI only)
View all 17
Troubleshooting
7
Help! I can't login to Squirrel Street! (Digit UI only)
How do I identify and get rid of duplicate receipts? (Digit UI only)
I signed up for a Squirrel Street account and did not receive a confirmation email
I've submitted receipts but they're not being processed (Digit UI only)
I get an error message when I export
View all 7
Advanced
6
Does Squirrel Street assign categories? Can I customise categories? (Digit UI only)
How do I do my own data entry? (Digit UI only)
How do I program Squirrel Street to categorise receipts automatically? (create rules?) (Digit UI only)
How to merge documents? (Digit UI only)
I've submitted receipts but they're not being processed (Digit UI only)
View all 6
FAQs
2
How do I manually process my documents? (Digit UI only)
How do I upgrade/downgrade my account? (directly-billed accounts) (Digit UI only)
General
Getting Started
4
Submit your documents to Squirrel Street
Receive, Verify and Find your Data
Action your documents - Integrate with your Accounting Platform
Action your documents - Other Possible Exports overview (csv, pdf, dropbox...) (Old UI only)
Envelopes
13
I'm getting ready to send in my first envelope to Squirrel Street. What do I need to know? (Old & Digit UI)
Where do I send my documents to be processed? (Old & Digit UI)
Can I pre-sort or pre-categorize my documents before sending them in? (Old & Digit UI)
Can you process my documents if they are stapled or taped to a larger piece of paper? (Old & Digit UI)
Does Squirrel Street scan documents besides receipts and invoices? (Old & Digit UI)
View all 13
Mobile Apps
8
What mobile phone apps does Squirrel Street offer and are they really free?
How to use the Squirrel Street iPhone App
How long does it take to process receipts on the mobile apps?
How to use the Squirrel Street Mileage Tracker
The Squirrel Street Receipt and Mileage Tracker has location always on. Will this drain my battery?
View all 8
Other Digital Submissions
3
How can I scan and upload my documents? (Old/Digit UI)
How do I submit documents by email? (Old/Digit UI)
Auto-forward your emails (Old/Digit UI)
Basics
19
"Old UI"? "Digit UI"? Which one's which?
Introduction to the Receipt Page (Old UI only)
Can I edit the information that is extracted from my documents? (Old & Digit UI)
How do I add users to my account? (Old UI only)
How does the search bar in my Squirrel Street account work? (Old & Digit UI)
View all 19
Propartners
22
Get Started with your Propartner Program
Create a new client account
How do I order Magic Envelopes?
Update client's settings (submission email address, postal address, client name,... )
Change a client’s plan
View all 22
Integrations
24
How do the export settings work? (Old & Digit UI)
Which MYOB products does Squirrel Street support? (Old & Digit UI)
How do I integrate my Squirrel Street and Xero accounts? (Old UI only)
MYOB ARLive integration - further information (Old & Digit UI)
How do I export my receipts into MYOB AccountRight Live version 2013 and above (Using cloud stored files)? (Old UI only)
View all 24
FAQ
25
Does the Australian Taxation Office (ATO) accept digital (scanned) receipts for taxes and audits? (Old & Digit UI)
How are my documents processed at Squirrel Street? What information is extracted from receipts and Other Documents? (Old & Digit UI)
Where is Squirrel Street Australia located?
Australia Post Delivery Times (Old and Digit UI)
How do operators process your documents and how to best help them? (Old and Digit UI)
View all 25
Troubleshooting
15
Can you see your receipt stuck in the queue? Not being processed? (Old UI only)
Help! I can't log in to Squirrel Street! How do I reset my password? (Old & Digit UI)
One of my documents was rejected. What do I do? (Old & Digit UI)
Export to accounting software keeps on failing (Old & Digit UI)
I get a page with an error message when I try to export (Old & Digit UI)
View all 15
Advanced
8
Does Squirrel Street categorise my receipts? Can I customise the categories? (Old UI only)
How do I program Squirrel Street to categorise receipts automatically (create rules)? (Old UI only)
How do I separate personal and business expenses? (Old & Digit UI)
How to merge documents? (Old UI only)
How do I reverse an accidental document merge? (Old & Digit UI)
View all 8
Known Issues & Updates
2
Pages not loading properly in Internet Explorer (Old & Digit UI)
How to remove winmail.dat file from Outlook or Microsoft Exchange and Office 365 (Old & Digit UI)
Expense Reports
5
How do I export to PDF and Excel/CSV? (Old UI only)
How do I export my receipts into an Excel/CSV file? (Old UI only)
How do I export my receipts into a PDF file? (Old UI only)
How do I create quarterly reports in PDF/CSV? (Old UI only)
How do I download a document in the Other Documents section as a PDF? (Old UI only)
iPad Users
10
How do I download the app?
How do I login?
How do I upload receipts?
Find out your account's email address in the iPad app
How do I log my trips?
View all 10