Reminders are automated push notification alerts for due dates, returns, renewals, or recurring payments based on your document data. To get started with adding a new reminder, open any saved document to the receipt details screen. Scroll to the bottom, tap “Reminder”, set the date, and tap Save. You’ll receive a push notification in your […]
Bank/Credit Card Reconciliation: How do I add/delete credit/debit card accounts in Reconciliation?
To add your first account/card to the “Reconciliation area”: 1. In the SimplyWise mobile app, tap the menu on the homescreen 2. Tap Reconciliation 3. Tap Connect Bank 4. Tap Continue 5. Enter your phone number, or tap on Maybe Later (either is fine) 6. Search bank or card name 7. Follow prompts to connect […]
Bank/Credit Card Reconciliation: What is the Reconciliation feature?
Reconciliation lets you connect your bank or credit card securely through Plaid to automatically match your scanned documents with your transactions for accurate record keeping.
Reports: How do I share a link to my report without the other person being able to make changes?
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 […]
Reports: How do I share a report?
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.
General: How do I print my receipts or reports?
To print your receipts or reports from a computer, login at www.simplywise.com, click “Reports” in the upper-right, and then you can: Download Images (PDF), Download Images (ZIP), or Create Report. Then open or export the report and print directly from your computer. Note that only Business users can access reports and a PDF of their […]
Reports: How do I export my report into Excel/Numbers?
After generating a report, click “Download CSV” or “Download XLSX.” You can then open the report in Excel, Numbers, or Google Sheets.
Reports: How do I create a report in SimplyWise?
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 […]
SimplyWise Account Setup: How can I record the payment type?
To record the type of payment used for a purchase (e.g. Cash, Check, Visa *1234), open the document, tap Edit → Payment Method field. Choose from saved cards or add a new method.
SimplyWise Account Setup: How to Edit Space Names
You can edit your Space names – with the exception of the “Home” space – via the mobile app or via the web/desktop version using the steps below. Via mobile app: 1. Navigate to the Space you would like to edit 2. Tap the pencil icon to enter edit mode 3. Once in edit mode, […]