Question 1

Downloading, Installing, and Logging into the Receiptflow Mobile App

Accepted Answer

The Receiptflow mobile app is essential for snapping photos of receipts and submitting expenses while you're on the go. This guide shows you how to install and securely log in to the app.

Step 1: Find and Install the App

The official Receiptflow mobile app is named simply Receiptflow on both app stores.

For iOS (iPhone/iPad) Users:

Search for "Receiptflow" in the Apple App Store.
Direct Link: ‎Receipt Flow Scanner App - App Store

For Android Users:

Search for "Receiptflow" in the Google Play Store.
Direct Link: Expense Scanner - Receipt Flow – Apps on Google Play
Tap the Get or Install button to download and install the app on your device.
Once the installation is complete, tap the Open button to launch the Receiptflow app.

Step 2: Securely Log In with OTP

The Receiptflow mobile app uses a secure, passwordless login method, requiring only your email address and a one-time verification code (OTP).

Open the Receiptflow app.
Enter the Email Address you used when creating your Receiptflow account.
Tap the Log In button. (Note: You do not need a separate password for the mobile app.)
Check your email inbox for a new email from Receiptflow containing your One-Time Password (OTP).
Navigate back to the Receiptflow app and enter the

Question 2

Creating Your Receiptflow Account and Setting Up Your Profile

Accepted Answer

Section A: Starting Your Account Creation & Verification

To begin, you will need a valid email address and access to that inbox for verification.

Step 1: Navigate to the Sign-up Page

Go directly to the Receiptflow dashboard at: https://dash.receiptflow.co/

Step 2: Enter Your Email Address

Enter the email address you wish to use for your new Receiptflow account in the field labeled Email.
Click the blue Continue button.

Tip: You can also choose "Continue with Google" to use your existing Google credentials for a faster sign-up.

Welcome Screen

Step 3: Verify Your Email Address (OTP)

Open the inbox for the email address you just entered. You will receive an email from Receiptflow containing a One-Time Password (OTP).
Navigate back to the Receiptflow sign-up screen and enter the received OTP into the verification field.
Click Verify (or the corresponding button) to continue to the next step.

Section B: Personal and Company Setup Wizard

After verification, you will go through a six-step wizard to tailor your Receiptflow experience.

Step 4: Enter Personal Details

You will first be asked to fill in your name:

Enter your First Name and Last Name.
Click Continue to proceed. ![En

Question 3

Inviting Team Members and Managing Permissions

Accepted Answer

This guide is for Practice Owners and Administrators. It details how to invite new staff members (e.g., Accountants, Bookkeepers) to your Receiptflow Practice account and how to manage their access.

Section A: Inviting a New Member

This process uses the Members section of your Receiptflow dashboard.

Step 1: Navigate to the Members Page

From your Receiptflow dashboard, click the Members link in the left-hand navigation menu.
This page displays a list of all current practice members, their roles, and assigned clients.

Step 2: Start the Invitation Process

Click the blue + Add Member button located in the top right corner of the screen.
A side panel titled Add Member will appear.

Step 3: Enter Member Details

In the Add Member side panel, fill in the following required information:

Enter the member's First Name and Last Name.
Enter their Email Address.
Note: This email address will be used for their unique login via the OTP system.

Step 4: Confirm and Send Invitation

Click the + Add Member button at the bottom of the side panel.
The new member will immediately receive an email invitation to join your Receiptflow Practice. They must accept this invitation and log in to activate their account.

Section B: Managing Member Permissions and Status

Once a member is added, you can modify their role and access privileges.

Step 5: Edit Member Details

On the Members

Question 4

Your First Scan: Submitting a Receipt via the Mobile App

Accepted Answer

This guide walks you through the fastest and easiest way to capture an expense using the Receiptflow mobile app: taking a photo.

Prerequisites

You must have successfully created your Receiptflow account${color}#000000 Creating Your Receiptflow Account.${color}[#000000]() You must have the Receiptflow app installed and be logged in (See: )Downloading, Installing, and Logging into the Mobile App${color}#000000)
You must grant Camera Permission when prompted the first time you use the scanning feature.

Step 1: Start the Scan Process

Open the Receiptflow mobile app.
On the main screen, tap the Bottom-Center Floating Icon (the + or camera symbol) to initiate the scan.

Step 2: Select Document Type and Capture

A prompt will appear asking you to select the document type:

Choose Costs (for expense receipts) or Sales (for sales invoices/documents).

Capture the Document:

Place the receipt on a flat surface with good lighting.
Choose the Manual or Auto Capture option (if available) to take the photo.
(First-time users will see helpful on-screen guidance during this step).

Step 3: Review and Edit Extracted Data

Once the image is captured and upl

Question 5

Editing and Removing Practice Member Details and Permissions

Accepted Answer

This guide is for Practice Owners and Administrators. It details how to update an existing team member's details, manage their access, or permanently remove them from your Receiptflow Practice.

Section A: Accessing Member Management

Step 1: Navigate to the Members Page

From your Receiptflow dashboard, click the Members link in the left-hand navigation menu.
Locate the member you need to manage in the displayed list.

Section B: Editing a Member's Details

Use this process to change a member's name, email, or internal role.

Step 2: Open the Edit Panel

Find the member in the list and click the three-dot menu (...) on the far right of their row.
Select Edit Details from the dropdown menu. An edit side panel will open.

Step 3: Update Permissions and Roles

You can change the member's First Name and Last Name.
Update the member's Role if their responsibilities have changed (e.g., promoting a Member to an Admin).
- Note: Changing a role may instantly grant or revoke access to certain features (like billing).
Adjust which Clients this member is assigned to manage, if necessary.
Click Save Changes at the bottom of the panel to finalize the updates.

Section C: Removing a Member from the Practice

Use this process to permanently revoke a member's access, such as when an employee leaves the company.

Step 4: Initiate Removal

Find the member in the list and click the **thr

Frequently Read Articles

Browse All Categories