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How to create a new report in Smart Receipts

Creating a Report

How to move a receipt to a new report or into a different report

Moving a Receipt

How to view all receipts, including receipts not added to any report

Viewing All Receipts

How to export and share your Smart Receipts data as a report

Exporting or Sharing a Report

How to change the primary currency of a report

Changing a Report's Currency

Video Guide Android Version 5 (2025)

Delete an Expense Report (Folder)

Edit an Existing Expense Report

Full Page Receipts

Multi-Page Receipts

How do I Generate a Per Category Report

How Do I Generate a CSV File of Receipts?

Questions about using the Smart Receipts app features

App Usage & Features

Create a custom design with text, images, and links

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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