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