Do you already have your personal and business documents in separate bundles?


If the answer is no 

Then just send your documents in to us, as they are! You can then mark your different types of documents easily using our online categorization system.


If the answer is yes

Simply bundle the different documents by using smaller envelopes, an elastic band, plastic sleeve or bull clip and put a note on the front that you would like each section scanned separately and read on!


When we receive the envelope you will then receive two (or more) confirmation emails - one for each section.


You should create a separate category for each entity - for example Personal Expenses, Business Expenses. Click on manage next to the Category section on the right end side of the receipt page, then click add new


   



Once the envelopes have been scanned you can use the Manage Envelopes page linked from our Dashboard page to look at the contents of each envelope.