Basics

The View and Export page in more depth
It's highly recommended that you also read the Walkthrough guide "View and edit documents" in the Dashboard page of the user interface.  Here...
Wed, 14 Nov, 2018 at 4:15 PM
Are there already expense categories available in my account that I can assign to my receipts?
Here's a list of the categories available by default in each Squirrel Street account.  They are erased and replaced with your Chart of Accounts when yo...
Wed, 14 Nov, 2018 at 1:00 PM
How do I assign categories to receipts?
To assign a category to a receipt, please follow the instructions below: 1.  Select the receipt using the check box to the left. 2.  The option to Assi...
Mon, 18 Feb, 2019 at 1:28 PM
How do I Search?
If you wish to search for information that we've input for you (such as Vendor name or price, etc), you may find our filter and sort functions mos...
Mon, 18 Feb, 2019 at 11:56 AM
How do I view the documents from a particular envelope?
The first method is by using the filters menu. 1.  Goto the View and export page 2. Click on the Filters button 3. Click in the Envelope dr...
Mon, 18 Feb, 2019 at 12:54 PM
How do I change my username/email address?
You can do this in the User Settings tab. 1) To access all the Settings, click on your name, or the button with the image of a cog, to the top right of ...
Fri, 8 Mar, 2019 at 12:35 PM
How do I change my password?
You can do this from the User Settings of the Settings menu 1) Login then click on your name or the button with the image of a cog, then select Settings...
Fri, 8 Mar, 2019 at 12:48 PM
How do I update my account's mailing address?
If you move house or office and wish for our Magic Envelopes to be sent to a new address, please use this option.  This option can be implemented from the S...
Fri, 8 Mar, 2019 at 1:03 PM
How do I contact Squirrel Street Support?
Our friendly Support team is available Monday to Friday, 9 am - 5 pm (Sydney, Australia time) Please ring  1300 001 333 (Australia) 0508 00 1333 (...
Fri, 8 Mar, 2019 at 1:10 PM
How do I change my submission email address?
Your unique submission email address is the address you use to submit email documents to your account.  You can change it from the Settings menu of your acc...
Fri, 8 Mar, 2019 at 1:23 PM