Question 1

General: How do I change the document type on my SimplyWise upload?

Crystal · Accepted Answer

You can change the document type when adding/uploading a receipt, or even after it's saved - the process is the same.

On the receipt details screen, in the top header, you'll see the word, "Receipt" and a downward arrow, which will let you change the document type (e.g. to “Bill”).

Question 2

General: How do I change the document type on my SimplyWise upload?

Crystal · Accepted Answer

You can change the document type when adding/uploading a receipt, or even after it's saved - the process is the same.

On the receipt details screen, in the top header, you'll see the word, "Receipt" and a downward arrow, which will let you change the document type (e.g. to “Bill”).