This checklist assumes you have already registered for Veryfi. Signup is FREE and includes 14 days trial of PRIME benefits. If you are not signed up, please Setup a FREE Veryfi Account before proceeding through this checklist.

For the following you will need to be logged in to Veryfi web app. Login to Veryfi

TIP: There is an onboarding video you can watch (link at the end of this post) which goes over all the points covered in this checklist.

Getting started

1. Check Default Settings

Verify that all the default settings are ok. Make changes where appropriate to your personal and company settings like taxes, timezones, company information, security lockdown etc..

Where: Left Menu > Settings

2. Find your ___@veryfi.cc Email

While inside your Profile Settings, add your ___@veryfi.cc email to your address book and read how to handle digital receipts with Veryfi.

Note; the veryfi.cc is only used to collect digital receipts/bills. Your username is used to Logon to ALL Veryfi services.

3. Add Payment Type

Doing this improves the accuracy of payment OCR identification from a receipt/invoice at the point of receipt capture.

Where: Left Menu > Dimensions > Payments

4. Connect your Cloud Accounting

Explore available accounting app connections you can use to extend Veryfi with. Veryfi supports Quickbooks Online, Sage, Xero and Saasu.

For convenience, when you 1st connect QuicksBooks or Xero to Veryfi, you will get the option (during integration setup) to use your own Categories.

Where: Left Menu > Connected Apps

5. Add Backup Cloud Storage

Veryfi supports integration with Dropbox, Box, Google Drive etc as a secondary backup medium for all your business financial documents.

Where: Left Menu > Connected Apps

6. Download Veryfi mobile apps (if you haven’t already).

veryfi on Google Play App Store Veryfi on iTunes App Store

Note: Enabling mobile permissions is an important step during its 1st time use. Make sure you understand why we ask for camera & location services. Turning them off will impact your Veryfi experience.

7. Watch How to Scan your 1st Receipt using Veryfi mobile app

Learn how how to use Veryfi’s native mobile apps inc custom camera with auto receipt detection, image corrections & super-fast 3 second document processing, extraction & categorization.

Video: https://www.youtube.com/watch?v=dLaNoSaEdz8 (5 mins)

8. Watch How to use Project Management & TimeSheets in Veryfi

A detailed step by step walk through on how to setup Projects and get started on using Timesheets by Veryfi.

Video: https://www.youtube.com/watch?v=d1QIy6EhoQ0 (15 mins)

9. Schedule your FREE 1:1 Training

Save time and accelerate your onboarding with a 30 mins 1:1 walk through of Veryfi web and mobile apps. Don’t forget to bring your questions to the call.
Schedule a 1:1 Demo

10. Leave feedback
We love feedback so we can continue building a product that meets your needs. Please let us know what we can do better by emailing support@veryfi.com

Setup your Team

Add Your Team to gain a financial transparency across your organization.

Where: Left Menu > My Team
How: Inside My Team, from the Tab (as pictured) press “+ Team Member” to open team onboarding form. Fill out the form and press the blue submit button. They will be sent an invite email with next steps.

Invite your Accountant or Bookkeepers to empower them with finance visibility and health of your business. This helps reduce exchanging paperwork and communicating the state of your business via email or phone.

Where: Left Menu > My Team
How: Press “+ Invite Accountant” to open accountant invite form. Fill out the form and press the blue submit button. They will be sent an invite email with instructions on why they got that email and next steps.

Limit Categories by Team Member (employee) to avoid information overload.

Where: Left Menu > My Team
How: Press “Team Categories” Tab to refine who sees what categories. By default Categories are available to everyone in your team.

Additional Resources

Blog. This includes articles on features and how to use them, best practices and industry news. It’s all there. Use the Search icon in the header to locate articles faster.

Migrating your Data. If you need help migrating your data from another provider then please let us know. We provide this service free of charge.

Feedback. We want to hear from you. Please let us know what is and what isn’t working with Veryfi. We move fast and if you ask for a feature that adds a lot of value we will prioritize it and have it in your hands to test within days. how to provide Veryfi team feedback

Gift & Make $$$. We will reward you with credits towards your Veryfi subscription for all the referrals and ratings you give us on iTunes, Google Play, Capterra and G2 Crowd. Learn more.

Videos

Veryfi Hub Onboarding Checklist

Snap Receipts, Get Data Back in Real-Time

Project Management & TimeSheets in Veryfi. A Step by Step Walk Through for Admins.

More Veryfi videos are found on our Veryfi YouTube Channel.

PPS. Tell your colleagues, friends & family about Veryfi.. share Why Veryfi with them.

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