Question 1

How to collect receipts from my email inbox?

Accepted Answer

As receipts pile up in your inbox, finding them becomes a nightmare. With WellyBox, you can find and pull receipts easily.

When you connect WellyBox to your inbox (Gmail, Office 365 and IMAP connections are supported), WellyBox automatically collects your receipts, invoices, and bills.

You can connect your inbox to WellyBox by following these steps:

It's important to note that when you sign up, your inbox is automatically connected, so unless you unlink it, that inbox is already connected. In order to connect more inboxes:

Open your WellyBox account.
Click on "Inboxes" in the left sidebar.
Click on "Add new account".
Connect another inbox.

${frame}How to connect email accounts to WellyBox

Question 2

"All receipts" Page Guide

Accepted Answer

Welcome to the heart of WellyBox - the "All Receipts" page, where your receipt management becomes effortless and centralized. This page is your one-stop hub for tracking and organizing all your receipts, no matter where they come from—be it directly from your email, receipts you've scanned with your phone, or receipts you uploaded yourself.

Viewing Your Receipts

Upon landing on the "All Receipts" page, you'll notice a gallery of your receipts. Each thumbnail represents an individual receipt, complete with a snapshot, the provider's name, the amount, and the date. For a more detailed look, you have the option to switch to the table view, which presents your receipts in a list format or simply click on any receipt to see all the extracted details.

Sorting and Filtering

To help you find exactly what you're looking for, use the powerful filtering tools at your disposal. Sort your receipts by:

Status (New, Reviewed, Exported, Trash)
Expense Date
Source of the Receipt
Email Sender
Received Date There are many more filters to explore, and you can select and clear filters with ease, allowing you to customize the view to your specific needs.

Exporting Options

Ready to download or share your receipts? Click the 'Export' button to choose your preferred format—PDF, ZIP, or Excel. Alternatively, you can send your receipts directly to Google Drive, Dropbox, or integrate them with supported accounting software, streamlining your bookkeeping process.

Receipt De

Question 3

About your WellyBox credit or debit card charges

Accepted Answer

If you see a charge on your credit card statement under the name “WELLYBOX”, it is probably because you (or someone you know or work with) created a paid account with WellyBox.

WellyBox automatically collects your receipts and invoices from varying sources, and allows you to sync them to accounting software and cloud storage services. If you are not sure why WellyBox charged you, you may wish to ask around your administration or accounting/bookkeeping departments. If you need further help with your charges, including refund requests, please clicking "Chat with us" or "Send us an email" below.

Question 4

How to scan receipts?

Accepted Answer

Have you been keeping receipts in unorganized shoeboxes? We've got something better for you. With WellyBox, you can take pictures of any receipt you receive and it will automatically be added to your account. It's now saved online for you!

${frame}How to scan receipts

TL;DR

To scan a receipt, follow these steps:

Connect WhatsApp to WellyBox.
Take a picture of your receipt.
View it online in your WellyBox account.

How to connect WhatsApp with WellyBox?

Open your WellyBox account.
Click on "Mobile Scanners" in the left sidebar.

Add your mobile number by clicking the "Connect WhatsApp account" button.

Enter your country flag and WhatsApp number.

Take a look at your WhatsApp. You just received instructions on how to scan your first receipt from the WellyBox receipt scanner bot via WhatsApp. **

| IMPORTANT: In case you did not receive our bot's message, just send "Hey" to +17655443322 and our bot will reply with instructions.

How to scan a receipt?

Go to the WellyBox receipt scanner bot's

Question 5

"Automation rules" page guide

Accepted Answer

Automation rules in WellyBox automate the categorization, editing, or organization of receipts. They simplify repetitive tasks and ensure consistent management of documents.

Creating Automation Rules

|| Automation rules can be set up in the "All receipts" page:

Initiating a Rule: When editing details of a document (like changing its business relation or category, or ignoring future documents from a specific vendor), a pop-up will ask if you want to create a rule based on this action.
Customizing the Rule: You can then specify the details of this rule, determining its application to future similar documents.

Managing Automation Rules

The "Automation Rules" page allows for the overview and management of your rules:

View: Displays all the rules you have created, along with their specifics.
Edit: Enables modifications to adjust to your changing needs.
Delete: Removes rules that are no longer necessary.

| In WellyBox, automation rules can currently be created for automatically deleting, assigning to an expense category, or assigning to a business entity for future receipts from a specific vendor.

In summary, the Automation Rules feature in WellyBox is designed to streamline receipt management. It allows for efficient, consistent, and personalized organization of your documents, enhancing the overall experience with the WellyBox app.

Question 6

"Email accounts" Page Guide

Accepted Answer

The "Email accounts" page allows you to connect your email accounts to WellyBox. Once connected, all linked inboxes will be displayed here, enabling WellyBox to seamlessly scan your emails and automatically collect and organize receipts and invoices.

${frame}How to connect email accounts to WellyBox

Options for email receipt collection

WellyBox offers several convenient methods to add receipts to your system via email. You can:

Connect your Gmail account for automated receipt retrieval.
Link your Outlook account to automatically gather receipts.
Use IMAP to connect any other email service for receipt import.
Invite team members to connect their email accounts, allowing them to link their own email accounts for direct receipt capture into your WellyBox account..
Establish a dedicated auto-forwarding email address, making it simple to forward receipts directly into the system.

How to connect email accounts to WellyBox?

Connecting your email accounts to WellyBox is not just a simple integration; it's the first step towards organizing and efficiently managing your receipts. By doing so, especially with Gmail, Office 365 and IMAP, WellyBox automatically sifts through your emails, identifying and collecting receipts, invoices, and bills without any manual intervention.

This seamless process ensures that all your important documents are captured and stored in one place, making management a

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