Help center
Step-by-step guides to everything in SlipInbox.
42 guides on everything in SlipInbox · Frequently asked questions
Getting started
Open an organization, start the trial and find your way around.
- Create your organizationSign up, confirm your email and open your workspace.
- Choose a plan and start your trialFill in who invoices go to, pick a plan and start a 7-day free trial.AdminsAdmins
- Find your way aroundThe sidebar, the account menu, light and dark, and SlipInbox on your phone.
- Your first receipt, start to finishAdd a receipt, check it, approve it and export it in five steps.
Adding receipts
Upload photos and PDFs, or forward receipts by email.
- Upload receipt photos and PDFsAdd receipts from your computer or phone, several at a time.
- Take a photo that reads wellWhat the blurry, dark and washed-out warnings mean, and how to fix them.
- Add receipts from your phoneUse the camera, share photos from another app, or add SlipInbox to your home screen.
- Forward receipts by emailYour organization's own address, what gets read from an email, and what doesn't.AdminsBusiness and EnterpriseAdminsBusiness and Enterprise
- Forward automatically from Gmail or OutlookSet up a rule so receipt emails reach SlipInbox without anyone forwarding them.AdminsBusiness and EnterpriseAdminsBusiness and Enterprise
- Forwarding receipts to an organizationFor people asked to send receipts in. No account needed.
- Decide on unknown sendersEmails from addresses you haven't allowed wait for you. Allow, pause, reject or block them.AdminsBusiness and EnterpriseAdminsBusiness and Enterprise
- What happened to an emailEvery outcome in Recent emails, and what to do about each one.AdminsBusiness and EnterpriseAdminsBusiness and Enterprise
- Turn off or replace your forwarding addressPause email intake for a while, or get a new address if the old one is getting spam.AdminsBusiness and EnterpriseAdminsBusiness and Enterprise
Checking receipts
What each status means, and how to put a receipt right.
- Receipt statuses explainedProcessing, Ready, Needs review, Failed, Approved, Rejected and Exported.
- Why a receipt needs reviewEvery reason SlipInbox asks you to look again, and how each one clears.Admins and accountantsAdmins and accountants
- Edit a receiptChange any field on the receipt page. What you change is kept from then on.Admins and accountantsAdmins and accountants
- Line itemsAdd, change and remove the things bought on a receipt.Admins and accountantsAdmins and accountants
- Read a receipt againRead again, start from scratch, or throw away your changes.Admins and accountantsAdmins and accountants
- Possible duplicatesWhen SlipInbox thinks it has seen a receipt before, and what to do.Admins and accountantsAdmins and accountants
- When reading failsThe photo is kept. Read it again, fill in the fields yourself, or reject it.Admins and accountantsAdmins and accountants
- Find receiptsSearch, filter by status, category, contact, date or amount, and sort the list.
Approving and exporting
Decide on receipts and send the approved ones to your books.
- Approve, reject and reopenDecide on a receipt. A decided receipt is locked until someone reopens it.Admins and accountantsAdmins and accountants
- The review queue and keyboard shortcutsGo through receipts one by one and decide each with a single key.Admins and accountantsAdmins and accountants
- Work on many receipts at onceSelect receipts on the list to approve, reject, categorize, export or delete them together.Admins and accountantsAdmins and accountants
- Export to CSV or ExcelDownload approved receipts for your books. Each one is then marked exported.Admins and accountantsAdmins and accountants
- Choose the columns in an exportUse a built-in layout or make your own, with just the columns your books need.Admins and accountantsAdmins and accountants
Organizing
Categories, merchants, custom fields and contacts.
- CategoriesAdd and remove categories. A merchant's receipts follow the category you choose.Admins and accountantsAdmins and accountants
- Merchants and their branchesEvery spelling of a shop belongs to one merchant. Merge the ones that are the same.Admins and accountantsAdmins and accountants
- Custom fieldsRead your own details from receipts, such as a project code.Admins and accountantsBusiness and EnterpriseAdmins and accountantsBusiness and Enterprise
- ContactsThe people who forward receipts by email, and which of their addresses count.AdminsAdmins
Dashboard and reports
See the month at a glance and where the money goes.
Team and account
Roles, invitations, several organizations and your own account.
- Roles: Admin, Accountant and EmployeeWhat each role can see and do.
- Invite and manage your teamInvite people, change their role, resend an invitation or remove someone.AdminsAdmins
- Belong to several organizationsSwitch between organizations from the account menu, or leave one.
- Your account and passwordChange your name, reset your password and sort out sign-in trouble.
- Delete your accountYour receipts stay with the organization. The last admin has to hand over first.
- Delete your organizationWhat is removed, who keeps their account, and what happens to the forwarding address.AdminsAdmins
Plans and billing
The trial, your receipt allowance, invoices and paying.
- Your trial and receipt allowanceHow receipts are counted each month, the warning before you run out, and what happens after.
- Invoices and paying by bank transferFind an invoice, pay it with the right reference, and print it for your records.AdminsAdmins
- Overdue, suspended and lockedWhat happens when an invoice isn't paid, and how to open the workspace again.
- Change or cancel your planCancel at the end of the period, change your mind, or move to another plan.AdminsAdmins