In the SimplyWise Receipt Scanner app, tap the camera icon, then “Skip” in the bottom-right corner. Enter the document details manually—this creates a digital receipt that you can categorize and save to any folder.
General: How can I import a PDF receipt or document into my SimplyWise account?
To import a PDF document on a computer, log in at www.simplywise.com/login, click “Upload” in the upper left corner, and add JPG, PDF, or PNG files. To import a PDF document on your mobile device, you have 2 options: Login to the SimplyWise Receipt Scanner app, tap the camera icon, then “Import”, and select from […]
General: How do I categorize an “uncategorized” item?
Tap “All Documents”, then “Uncategorized” at the top. Open any document, tap the “Folders” line, and select the folder(s) you want to categorize that document into, then tap Save. Your “To Be Saved” items are also uncategorized and un-saved. Access the “To Be Saved” section in the upper-right corner of the Home screen, then categorize […]
General: What is the “To Be Saved” section?
The “To Be Saved” section is located in the upper-right corner of the Home screen. All imported e-receipts (from connected email accounts or that you manually forwarded into the app), as well as Amazon and PayPal receipts live here until you categorize them into folders.
General: How do I search in SimplyWise?
In your mobile app on the home screen, tap the search bar at the top. You can search by date, merchant, total, or any line-item detail. You can also search within individual folders by tapping the magnifying glass in the upper right corner within a folder. To search on the desktop/web version, login to your […]
General: Where are my documents stored?
The SimplyWise Receipt Scanner app stores your documents with bank-level encryption (256-bit encryption) in a secure cloud, so they do not take up storage space on your phone. Even if you delete the SimplyWise receipt scanner app, you can login at www.simplywise.com from any web browser, or re-download the app on another mobile device or […]
General: How does the SimplyWise Receipt Scanner app work?
SimplyWise is a document scanner and organizer. Take (or upload) a photo of a document, categorize it, and the app digitizes and files it away so you can find it when you need it. To get started using SimplyWise, tap the camera icon at the bottom of the screen to submit a document. The app’s […]
Room Scan: What is it and how to use it?
The room scan feature is a great way to get measurements and a 3D model of the space of your project. To get started, tap the blue + button on the home screen, and then tap Room Scan and start from there. Be sure to save it once created, or you won’t be able to […]
Invoice: How do I update or edit an Invoice?
To edit an invoice, you can use these steps: We also have a video library filled with quick tutorials that walk through the app’s features if you think that would be helpful. 📌 Link here: https://www.youtube.com/@simplywise-estimates/videos
Create Estimate: How do I set my hourly rate?
You can input the hourly rate in the project description field when inputting your scope of work, or you can tap into each line item and make adjustments there. Be sure to check out our video library filled with quick tutorials that walk through the app’s features 📌 Link here: https://www.youtube.com/@simplywise-estimates/videos