Receipt Scanner
To create a report on the mobile app, go to the homescreen, tap the menu (upper left), then “Reports” and “Create”. This will open the report customization options where you’ll be able to select which folders you’d like included in the report, the date range you want the report to cover, and finally give the report a name.
Alternatively, you can create a report on your computer by logging in at www.simplywise.com/login, tapping on “Reports” in the upper left corner, and creating a report there.
After you’ve created your report, you can share it with others (or yourself) via text or email, or download it as an XLSX, CSV, or PDF file.
Note that only Business users can access reports and a PDF of their receipts. Freemium and Personal users can download a zip file that contains all receipt images.
After generating a report, click “Download CSV” or “Download XLSX.” You can then open the report in Excel, Numbers, or Google Sheets.
To share a link to your report without the other person having the ability to edit the data, login at www.simplywise.com from a computer. Navigate to “Reports” (righthand corner), then click into the report you want to share. You can either click the blue share icon in the upper right corner to share the report with them as an Excel, PDF, or Zip file – or you can navigate to the report URL in your browser, copy that link, and share it directly with them – that link will be uneditable.
To share a report, tap into the report and click the blue share icon in the upper right corner. From there, enter the email addresses of the person/people you want to share with, or generate a share link.