Getting Started Checklist: Video for Veryfi Time & Expense Apps

Veryfi is a system of record you and your team can trust to manage expenses, automate data extraction from receipts & invoices, and more.

If you need help getting started with Veryfi’s Time & Expense Management Bookkeeping apps then this video is perfect for you. You will learn about the the onboarding process, what to expect and gain access to a smart checklist you can use to make sure your first experience with Veryfi is a pleasant experience.

Linked Mentioned in this Video

• Veryfi onboarding checklist: https://www.veryfi.com/welcome/onboarding-checklist/
• Profile settings: https://www.youtube.com/watch?v=v965pdInxJU
• Company settings: https://www.youtube.com/watch?v=DuyrbQqM1k8
• Collecting bills, invoices & receipts via email: https://www.youtube.com/watch?v=B4nMNlGa62I
• Quickbooks Online integration: https://www.youtube.com/watch?v=Tfo0WoBQI0c
• Connecting to Quickbooks Online: https://www.veryfi.com/connected-apps/quickbooks-online-qbo/
• Connecting to Xero: https://www.veryfi.com/connected-apps/xero-beautiful-accounting-software/
• Connecting to Sage: https://www.veryfi.com/sage/
• Connecting to Saasu: https://www.veryfi.com/saasu/
• Syncing to cloud storage: https://www.veryfi.com/cloud-storage-integrations-connected-apps/
• Managing payment types: https://www.youtube.com/watch?v=tpAyRgrX3SM
• Collecting documents via the Veryfi app: https://www.youtube.com/watch?v=1-pKANYRmX0
• Importing bank transactions: https://www.youtube.com/watch?v=2kHmaoP8x5Q
• Bank and credit card reconciliation: https://www.youtube.com/watch?v=fVeDgqA8d7A
• Teams in Veryfi: https://www.youtube.com/watch?v=btTCUW6RPD8
• Project management and automated time tracking: https://www.youtube.com/watch?v=d1QIy6EhoQ0
• Your Accountant in Veryfi: https://www.veryfi.com/features/invite-your-accountant/
• Leave a review on Veryfi’s Capterra page: https://www.capterra.com/p/141684/Veryfi-Receipts-and-Expenses/reviews/