Squirrel Street

Getting Started 4

• Submit your documents to Squirrel Street
• Receive, Verify and Find your Data
• Action your documents - Integrate with your Accounting Platform
• Action your documents - Other Possible Exports overview (csv, pdf, dropbox...) (Old UI only)

Envelopes 13

• I'm getting ready to send in my first envelope to Squirrel Street. What do I need to know? (Old & Digit UI)
• Where do I send my documents to be processed? (Old & Digit UI)
• Can I pre-sort or pre-categorize my documents before sending them in? (Old & Digit UI)
• Can you process my documents if they are stapled or taped to a larger piece of paper? (Old & Digit UI)
• Does Squirrel Street scan documents besides receipts and invoices? (Old & Digit UI)

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Mobile Apps 8

• What mobile phone apps does Squirrel Street offer and are they really free?
• How to use the Squirrel Street iPhone App
• How long does it take to process receipts on the mobile apps?
• How to use the Squirrel Street Mileage Tracker
• The Squirrel Street Receipt and Mileage Tracker has location always on. Will this drain my battery?

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Other Digital Submissions 3

• How can I scan and upload my documents? (Old/Digit UI)
• How do I submit documents by email? (Old/Digit UI)
• Auto-forward your emails (Old/Digit UI)

Basics 19

• "Old UI"? "Digit UI"? Which one's which?
• Introduction to the Receipt Page (Old UI only)
• Can I edit the information that is extracted from my documents? (Old & Digit UI)
• How do I add users to my account? (Old UI only)
• How does the search bar in my Squirrel Street account work? (Old & Digit UI)

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Propartners 22

• Get Started with your Propartner Program
• Create a new client account
• How do I order Magic Envelopes?
• Update client's settings (submission email address, postal address, client name,... )
• Change a client’s plan

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Integrations 24

• How do the export settings work? (Old & Digit UI)
• Which MYOB products does Squirrel Street support? (Old & Digit UI)
• How do I integrate my Squirrel Street and Xero accounts? (Old UI only)
• MYOB ARLive integration - further information (Old & Digit UI)
• How do I export my receipts into MYOB AccountRight Live version 2013 and above (Using cloud stored files)? (Old UI only)

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FAQ 25

• Does the Australian Taxation Office (ATO) accept digital (scanned) receipts for taxes and audits? (Old & Digit UI)
• How are my documents processed at Squirrel Street? What information is extracted from receipts and Other Documents? (Old & Digit UI)
• Where is Squirrel Street Australia located?
• Australia Post Delivery Times (Old and Digit UI)
• How do operators process your documents and how to best help them? (Old and Digit UI)

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Troubleshooting 15

• Can you see your receipt stuck in the queue? Not being processed? (Old UI only)
• Help! I can't log in to Squirrel Street! How do I reset my password? (Old & Digit UI)
• One of my documents was rejected. What do I do? (Old & Digit UI)
• Export to accounting software keeps on failing (Old & Digit UI)
• I get a page with an error message when I try to export (Old & Digit UI)

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Advanced 8

• Does Squirrel Street categorise my receipts? Can I customise the categories? (Old UI only)
• How do I program Squirrel Street to categorise receipts automatically (create rules)? (Old UI only)
• How do I separate personal and business expenses? (Old & Digit UI)
• How to merge documents? (Old UI only)
• How do I reverse an accidental document merge? (Old & Digit UI)

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Known Issues & Updates 2

• Pages not loading properly in Internet Explorer (Old & Digit UI)
• How to remove winmail.dat file from Outlook or Microsoft Exchange and Office 365 (Old & Digit UI)

Expense Reports 5

• How do I export to PDF and Excel/CSV? (Old UI only)
• How do I export my receipts into an Excel/CSV file? (Old UI only)
• How do I export my receipts into a PDF file? (Old UI only)
• How do I create quarterly reports in PDF/CSV? (Old UI only)
• How do I download a document in the Other Documents section as a PDF? (Old UI only)

iPad Users 10

• How do I download the app?
• How do I login?
• How do I upload receipts?
• Find out your account's email address in the iPad app
• How do I log my trips?

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