"All receipts" Page Guide
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 receipPopular"Automation rules" page guide
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 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.Popular"Email accounts" Page Guide
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. Options for email receipt collection WellyBox offers several convenient methods to add receipts to your system via email. You caSome readers"Collect receipts from your Amazon account" Page Guide
The 'Collect receipts from your Amazon account' page on WellyBox is designed for an easy connection of your Amazon account with your WellyBox account. Once linked, WellyBox takes care of the rest by automatically gathering your Amazon receipts. This means that every time you make a purchase on Amazon, WellyBox will retrieve the receipt and add it directly to your account. Connecting Your Amazon Account Click on the 'Connect your Amazon account' button on the WellyBox page. A pop-upFew readers"Accounting software integration" Page Guide
The "Accounting Software Integration" page in WellyBox allows you to connect your accounting software so that you can automatically sync receipts and invoices from your WellyBox account. Quick Links: How to Send Receipts to Xero How to Send Receipts to QuickBooks How to Send Receipts toFew readers"Mobile scanners" Page Guide
The "Mobile Scanners" page in WellyBox offers a streamlined way to digitize and manage your paper and mobile receipts. By connecting your mobile number, you unlock the capability to scan receipts using your phone and send them directly to our chatbot, which then automatically uploads them to your system. This integration represents a powerful tool in WellyBox’s suite, bridging the gap between physical receipts and digital record-keeping. frame How to scan receipts (https://www.loom.com/embFew readers"Email forwarding" Page Guide
The "Email Forwarding" feature on WellyBox allows you to automatically forward data when a new receipt is added to your account. It's a convenient way to keep your records up-to-date. Once connected, any new receipt uploaded to your WellyBox account will trigger an email notification to the connected email address. Connecting an Email for Forwarding Click on 'Connect Email account' to start the process. A popup will appear where you should enter a 'Title' for reference and the 'EmailFew readers"Google Drive Integration" Page Guide
The "Google Drive Integration" page on WellyBox is designed to connect your WellyBox account to Google Drive. This makes it easy for you to save your receipts in Google Drive. Just link your Google Drive account on this page. After that, you can choose and send your receipts from the 'All Receipts' page directly to Google Drive. This feature helps you keep your receipts safe and organized in one place. frame How to Save Receipts to Google Drive (https://www.loom.com/embed/c0450ea291c048cf81Few readers"Collect receipts from your eBay account" Page Guide
The "Collect receipts from your eBay account" page is designed for an easy connection of your eBay account with your WellyBox account. Once linked, WellyBox takes care of the rest by automatically gathering your eBay receipts. This means that every time you make a purchase on eBay, WellyBox will retrieve the receipt and add it directly to your account. Connecting Your eBay Account Click on the 'Connect your eBay account' button on the WellyBox page. A pop-up will appear with two stepFew readers"Export history" Page Guide
One of the key features of WellyBox is its ability to easily export files. How to manage and utilize your exports from the "Export history" Page WellyBox offers an intuitive "Export history" page that acts as a centralized hub for all your export activities. From this page, not only can you keep track of your past exports, but you can also execute a variety of actions based on the type of export. Here's a walkthrough to help you get the most out of your export history: Accessing anFew readers"Billing" Page Guide
The "Billing" page in WellyBox is your financial dashboard where you can view details about your current subscription plan, check the date and amount of your next bill, manage your subscription settings, or cancel your subscription if needed. Additionally, you can explore other available plans to find one that best suits your needs. Overview of Your Subscription The page will display the type of subscription you have, like 'Business Monthly', and the date of your next scheduled bill.Few readers"Dropbox Integration" Page Guide
The "Dropbox Integration" page helps you connect your WellyBox account with Dropbox, making it simpler to save your receipts. By linking your Dropbox account here, you'll be able to quickly move your receipts from the 'All Receipts' page to Dropbox. This feature helps you keep all your receipts in order and safe. You can easily save and find your financial papers in Dropbox, without any hassle. frame How to Save Receipts to Dropbox (https://www.loom.com/embed/0dab68e0ea254711b9bbc69ae45d757Few readers"Collect receipts from your Walmart account" Page Guide
The "Collect receipts from your Walmart account" page on WellyBox is designed for an easy connection of your Walmart account with your WellyBox account. Once linked, WellyBox takes care of the rest by automatically gathering your Walmart receipts. This means that every time you make a purchase on Walmart, WellyBox will retrieve the receipt and add it directly to your account. Connecting Your Walmart Account Click on the 'Connect your Walmart account' button on the WellyBox page. A pFew readers"Team Members" Page Guide
The "Team Members" section of WellyBox helps you control who can see and manage documents. There are two main roles: "Client" for users who only see their own documents, and "Accountant" for those who can see everyone's documents, like an admin. Understanding Roles and Permissions Client Role Clients are granted access to view only their documents. They cannot see other clients' documents, ensuring privacy and confidentiality. This role is suitable for individual clients or emplFew readers"Expense Categories" Page Guide
The "Expense Categories" feature on WellyBox offers users a way to classify and manage receipts by various expense types. Creating and managing expense categories Adding categories: Click the '+' icon to add a new category, enter its name, and click 'Add'. Editing categories: Your categories will be listed here, where you can change their names as needed. Assigning receipts to categories With your categories ready, assigning receipts helps keep finances orderly: Go to the "AlFew readers"Profile" Page Guide
The "Profile" page on WellyBox is where you can manage your personal details, business information, language settings, change your password, and, if necessary, delete your account. Personal Details and Business Information You can edit your personal contact details. Adjust your business information, including the company name and tax ID. Language Settings Select your preferred account language from the drop-down menu and save the changes. Changing Your Password To chanFew readers"My business entities" Page Guide
The "My business entities" page on WellyBox is designed to provide you with the ability to categorize and manage receipts according to different business entities. This feature is especially useful for those who manage multiple businesses or require separate receipt tracking for various projects, or you might also be interested in creating a clear division between documents categorized as "work-related" and "personal". Here’s how to use this page effectively: Listing and organizing busineFew readers"Collect receipts from your Hotjar account" Page Guide
The "Collect receipts from your Hotjar account" page on WellyBox is designed for an easy connection of your Hotjar account with your WellyBox account. Once linked, WellyBox takes care of the rest by automatically gathering your Hotjar receipts. This means that every time you make a purchase on Hotjar, WellyBox will retrieve the receipt and add it directly to your account. Connecting Your Hotjar Account Click on the 'Connect your Hotjar account' button on the WellyBox page. A pop-up wFew readers"Plans" Page Guide
Choosing the right WellyBox plan is essential for managing your business receipts effectively. WellyBox offers three main plans tailored to different needs - Basic, Business, and Accounting. Each plan is designed to help you organize your receipts and automate your expense tracking with varying levels of features and capabilities. Plan Options Basic Plan Annual Subscription: Aimed at individuals and small teams, the Basic Plan is available only as an annual subscription. FeatureFew readers"Collect receipts from your Clearbit account" Page Guide
The "Collect receipts from your Clearbit account" page is designed for an easy connection of your Clearbit account with your WellyBox account. Once linked, WellyBox takes care of the rest by automatically gathering your Clearbit receipts. This means that every time you make a purchase on Clearbit, WellyBox will retrieve the receipt and add it directly to your account. Connecting Your Clearbit Account Click on the 'Connect your Clearbit account' button on the WellyBox page. A pop-upFew readers