Advanced

Does Squirrel Street categorise my receipts? Can I customise the categories?
To view the interactive "Manage Categories" tutorial, click the link below: Manage Categories Squirrel Street uses a sophisticated algor...
Thu, 18 Jan, 2018 at 11:52 AM
How do I program Squirrel Street to categorise receipts automatically (create rules)?
To view the interactive tutorial please click the link below: Code your receipts automatically Check out the great features in our Manage Categories Secti...
Thu, 21 Dec, 2017 at 10:27 AM
How do I separate personal and business expenses?
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!...
Mon, 6 Feb, 2017 at 11:16 AM
How to merge documents?
This simple 3 clicks process shows you how to merge receipts/invoices into one transaction in Squirrel Street: Select the documents you wish to merge and...
Mon, 6 Feb, 2017 at 11:43 AM
How do I reverse an accidental document merge?
When merging documents the Squirrel Street system sends the individual merged documents to the trash folder and then combines the two document images i...
Wed, 1 Feb, 2017 at 1:07 PM
Is your receipt stuck? Not being processed?
Is your receipt stuck? Not being processed? Here's how to send it back to your queue to be processed (within your plan limits). Go to the 'Awa...
Wed, 12 Jul, 2017 at 3:52 PM
What are our policies on what to data enter?
Receipts Fields we extract Vendor We will extract trading name over proprietary. We exclude “Pty Ltd” from vendor names. When the v...
Fri, 22 Dec, 2017 at 9:22 AM
How do I do my own data entry?
1) Logon and view the receipts for the account 2) Click on "Awaiting Processing" as shown 3) Click on a document to the left to select...
Tue, 24 Oct, 2017 at 2:56 PM