How to collect receipts from my email inbox?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 and Office 365 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 cFeatured
How to scan receipts?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!
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 ScPopular
How come I don't see receipts in WellyBox even though they're in my inbox?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 mSome readers
What is the "Automation" screen?"Automation" screen is where you see the rules you created.Some readers
There are some documents collected by WellyBox that are not receipts. What should I do?There are times when our robot confuses receipts with other documents like commercials (usually when there are fields like prices, dates, etc.).
How to delete a document?
Delete documents from your dashboard by clicking the trash icon near the receipt.
It is also possible to delete a receipt by clicking "Delete" in a specific receipt view.
How to tell WellyBox to ignore a specific email sender?
When you delete a document, you'll see a pop-up asking you whether you want WellyBFew readers
How to send receipts to Google Drive?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.Few readers
How do I share my account with my accountant?If you want to share your WellyBox account with your accountant, follow these steps:
On the left sidebar, click "My accountants".
Add a new accountant.
Enter the name and email address of your accountant.
An email will be sent to your accountant.
As soon as your accountant approves the request, he or she will be granted access to your account.Few readers
How to export receipts and what are my options?Select the receipts you want to export and click "Export".
The following can be done:
Send the receipts via email (if you want to send them to your bookkeeper for example).
Export to a cloud storage service (Google Drive or Dropbox).
Export to accounting software.
Download as PDF, CSV and Excel.
Download as a zip file (from the "Export History" screen) after you export to another format.Few readers
Everything you need to know about receipt labels (New / Reviewed / Exported)There is a label on each receipt.Few readers
How do I add a colleague's inbox?You can add a colleague's inbox to your WellyBox account by following these steps:
Navigate to the "Inboxes" screen.
Click on "Add New Account".
Next to "Colleague's mailbox", click "Connect".
Enter the name and email address of your colleague.
Your colleague will receive an email and will need to approve it.
Once it has been approved, the inbox will be connected.Few readers