How do I send my receipts and a spreadsheet report to my accountant?

To share both your receipts and a summary spreadsheet with your accountant, you will need to create a report in SimplyWise. The recommended way to do this is on your computer: log in at simplywise.com/login, select ‘Reports’ in the upper-left corner, and create your report there. On the mobile app, tap the menu in the upper left, tap ‘Reports’, tap ‘Create’, and follow the prompts. Before running any report, make sure all of your receipts are saved to a folder — receipts not in a folder will not be included in the report.