There are two ways you can move your receipts from one folder to another. In the mobile app: 1. Tap into the folder where the receipts are located that you would like to move them, or tap into your All Documents folder for quick access 2. Tap and hold the first receipt to select it […]
Deleting: How do I bulk delete receipts?
To delete receipts in bulk via the mobile app: 1. Tap into the folder where you would like to bulk delete items 2. Tap and hold on the first item until you see the check mark appear, indicating it has been selected 3. Once selected, tap the double check mark to “select all” (or select/un-select […]
Deleting: How do I delete a receipt?
To delete a receipt, tap into the folder where it’s located and swipe from right to left, then tap “Delete” to confirm it should be deleted. Note that deleting receipts in SimplyWise is permanent.
Deleting: How do I recover deleted items?
If you have deleted a receipt or other document, you can recover it by tapping Menu>Trash. There, you can swipe from left to right to “restore” the document to the original folder where it was saved. For the future, if you want to archive receipts but may need to refer to them later, instead of […]
Deleting: I mistakenly deleted a folder in SimplyWise – what now?
Currently, deleted folders cannot be recovered. When you delete a folder, the contents are moved to your “All Documents” folder in the space where the folder was deleted. Every space has the first folder listed as an “All Documents” folder. If you tap into that folder, then “Uncategorized”, you will see those items and be […]
Amazon Integration: How to Disconnect your Amazon account?
The Amazon integration disconnects automatically once the sync is completed. To manually disconnect while connected, you can tap Menu>Integrations>Amazon>tap Connect Another Account. This also serves as a way to connect to a separate Amazon account.
Amazon Integration: How to Connect your Amazon account to SimplyWise?
To connect your Amazon account within your SimplyWise mobile app, tap Menu>Integrations>Amazon and follow the prompts. Note that you’ll need to leave the app open until the import process is complete. This can take up to a few minutes. Once imported, your Amazon receipts will be located in “To Be Saved” in the upper right […]
Income in SimplyWise: Can I track my income in SimplyWise?
To track your income in SimplyWise: 1. Tap the Camera icon on the homescreen 2. Tap “Skip” at bottom of screen 3. Manually enter the income details 4. Toggle the document type at the top (blue arrow next to “Receipt”) and select “Income” 5. Tap “Folders” to choose where to save it 6. Tap Done […]
E-Receipts and Email Connection: How do I disconnect my Email from SimplyWise?
To disconnect your email from your SimplyWise app, go to your mobile app and tap Menu>Integrations>Email>Sync Accounts>Gear Icon>Remove Account. To reconnect, simply tap Connect and follow the prompts to resync your email again.
E-Receipts and Email Connection: How do I import an email or online receipt?
You can connect your email account(s) to SimplyWise to automatically import your email receipts. Currently, we integrate with the following email domains: Gmail, Outlook, Yahoo, and AOL. To connect your email in your SimplyWise app, tap Menu>Integrations>Email>Sync Accounts and follow the prompts. For receipts that you would like to manually forward either individually or from […]