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.
Onboarding Checklist
Print or save this easy to follow getting started onboarding list. It will help with configuring Veryfi for your business success.
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/
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