A shared folder is a folder that has been shared with someone else. They can see everything in a shared folder.
General: How do I add Canadian taxes?
While we do not currently have the Canadian taxes defaulted into the software yet, there is a way to incorporate them into your receipts using the custom fields. While it doesn’t change the receipt total, the custom fields feature can help you capture specific data that you want to include with your receipts, such as […]
Account Help: How do I remove someone or revoke shared access?
To revoke shared access, you’ll want to tap Menu>Shared folders and tap on the person’s name you would like to edit or remove. De-select all folders (the blue check mark will disappear) and tap “Update” to remove their access to those folders.
General: How do I rearrange spaces?
To rearrange your spaces, log into your account at www.simplywise.com using your phone number and password and follow these steps: Navigate to www.simplywise.com and log into your account with your phone number and password Click Edit on the upper left to enter into edit mode Once in edit mode, click and hold the little horizontal […]
General: How do I share a folder?
To share a folder, tap Menu>Shared folders, then “Add Member”. To share folders with someone else, give them “Admin” access. Then input their contact info, and select which folders you want to share with them. It may be helpful to know that it would be best to send when your recipient is ready to receive […]
General: How do I add a receipt or transaction without a physical receipt?
To manually add a receipt on the mobile app: Tap the camera icon Tap skip Manually enter all data such as date, merchant name, amount, etc. Tap the the folders line to select the folder category where you would like to save it Tap save
General: How do I merge my folders?
Currently, folders cannot be merged (we hope to offer this feature in the future, though!). However, you can quickly move all of the contents from one folder to the other and then delete the empty folder. To do this, use these steps: Tap into the folder you plan to delete Press and hold an icon […]
General: How do I put my folders in alphabetical order?
Currently, placing folders in alpha order is a manual process, which may be easier to do via the desktop at www.simplywise.com I’ll include steps below for both mobile app & desktop so you can see which method works best for you. From mobile app: From your mobile app, navigate to the space where you would […]
General: How do I change currency?
There are two ways to change the currency – in the Settings and also in the receipt details. To apply the auto-detector currency Settings, you’ll want to follow these steps: In the mobile app, tap Menu on the upper left Tap Settings Tap Currency Preferences Toggle the setting to on To change the currency in […]
General: Do you have tutorials or a video library?
Yes! We have a YouTube channel with helpful information including video tutorials that walk through the app’s features here: https://www.youtube.com/@simplywiseusa/videos