Frequently asked questions

Frequently asked questions

We are keen to make your experience of using our app as simple as possible. Read the most asked questions below and feel free to send us your own questions if you don't find any answers here.

1. How do I upload my documents?

When you open Receipt Depot app, it will open straight to camera, take a photo of your full document and click Upload. That’s it. You can also add a note for any receipt before you upload it.

Another option to upload the document is to click on “+” sign on the bottom of screen and selecting “Snap expense”. This will also take you to Camera of your phone to snap the picture of your document.

2. How do I get my reports?

Receipt Depot will automatically email you monthly report covering the last 12 months. You can choose your reporting and other preferences under Settings > My Preferences section of the Menu.

You can also Run and Export your own custom dated report from within the app under Reports section of the Menu.

3. How my expenses will be categorized?

Receipt Depot will allocate your expenses to respective expense categories based on common practice and logic accepted by Accountants and Tax Authorities. You or your Accountant will be able to change expense categories in the reports, if you will need to. You cannot change them within the app.

4. Can I have multiple users uploading documents for the same business?

Yes, you will need to invite your team members using Settings > Subordinate Code Screen > Share section of the Menu. Once your employee(s) will install Receipt Depot app using your invitation link and create their own profile, it will automatically be attached to your company and anything they scan will be automatically included in your Books and Reports. You will be able to see who and when uploaded any particular receipt.

5. How do I Create and Email invoice to my customer?

The easiest way to create new invoice is to click on “+” sign on the bottom of screen and selecting “Create Invoice”. This will also take you directly to New Invoice creation screen.

Another option is to go to Sales > Create Invoice of the Menu and Select/Add all details you need to invoice your customer. You can add every detail you need in your invoice and also add New Customers or Products or Services and use them each time you create new invoice. You can also email your professional invoice to your clients or print and hand deliver them.

Another option to upload the document is to click on “+” sing on the bottom of screen and selecting “Snap expense”. This will also take you to Camera of your phone to snap the picture of your document.

6. How can I see uploaded documents?

Click on Receipt List button on the bottom right corner of your screen and it will show the latest uploaded receipts and you can scroll and see other uploaded documents

7. How do I Create and Email invoice to my customer?

Go Sales > Create Invoice of the Menu and Select/Add all details you need to invoice your customer. You can add every detail you need in your invoice and also add New Customers or Products or Services and use them each time you create new invoice. You can also email your professional invoice to your clients or print and hand deliver them.

8. How do I track my vehicle’s business Mileage?

Go to Mileage Log of the Menu and enter basic details of your business trip and Save. Receipt Depot will save every business trip that you record and it will also generate and automatically email Mileage report to your inbox. Your Accountant can make calculation of your vehicle expenses according to Mileage Report.

9. How do I know which price plan is right for me?

Receipt Depot has designed price plans based on experience of many businesses like yours. This means that you should estimate how many receipts you usually have per day and multiply it by the number of days you typically work per month. It will give you an idea of which plan you should choose to start with. If you exceed your monthly limit of documents, the app will prompt you to upgrade to the next price plan.

10. How do I upgrade my plan and pay for it?

Currently, if you are iOS/Apple phone user, you can view and buy plans using Subscription section of the Menu. If you are Android phone user, you will also go to Subscription page of the Menu and system will take you to log in to our web application to buy the plan.

11. How can I integrate my Data in Receipt Depot to my accounting software?

We are working on integration of Receipt Depot with major Accounting platforms and but for now, your Accountant should be able to upload your Receipt Depot CSV files into your Accounting Software.

12. How do I change or recover password if I forget it?

You can change password by going to Settings > Change Password

If you forgot your password, you can click on Forgot password link and system will send you email where you can set a new password from.

13. Who do I contact for help and support?

You can contact us by selecting “Contact Us” form from within the app or from our web site or simply email us at support@receipt-depot.com and we will get back to you within 24 hour time frame.