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

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 4

"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 5

How come I don't see receipts in WellyBox even though they're in my inbox?

Accepted Answer

You may find discrepancies between receipts in your email and receipts in your WellyBox account for a few reasons. Some of them are listed below.

Reasons why some receipts aren't appearing in my WellyBox account

WellyBox automatically scans your inbox every 24 to 48 hours. It is possible that new receipts have not yet been synced. Go to the "Inboxes" screen and click on "Sync" next to the inbox you wish to sync. This will force an immediate sync. Wait one hour and check again.
You may have signed up more than once. Perhaps you created an account using another mailbox and connected more than one inbox to it (including the current one). Your inbox might be connected to two WellyBox accounts, resulting in receipts going to the other account. If you have another account, close it. Please contact support if you have any issues with that.
There might be filters applied to your documents (like date, vendor, etc.). Make sure all filters are set to "All".
A few documents might be hidden by "automation" rules. Delete unnecessary automations from the "Automation" screen.
If you're still having trouble finding the reason, please contact us.

Is there still an issue? Submit a ticket

Question 6

How to send receipts to Google Drive?

Accepted Answer

In order to send receipts from WellyBox to Google Drive, follow these steps:

Go to the "Cloud Storage" screen.
Add a new destination.
Choose Google Drive.
Connect your Google Drive account.
Now that WellyBox is connected to your Google Drive, go to the dashboard. Click on "Export" after selecting the receipts you want to sync to Google Drive.
Choose "Export to Google Drive" from the dropdown menu.
Your receipts will appear in Google Drive after a few minutes.

| The next time you want to sync to Google Drive, you don't have to connect your Drive again, but you will have to actively export your documents. There is no automatic synchronization, so you can choose which receipts go to Google Drive and which do not.

${frame}How to Save Receipts to Google Drive

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