The instructions in this FAQ apply to both the old and Digit user interfaces.
Not sure which interface you're using? Click here to work it out!
Do you already have your personal and business documents in separate bundles?
If the answer is no
Then just send your documents in to us, as they are! You can then mark your different types of documents easily using our online categorization system.
If the answer is yes
Simply bundle the different documents by using smaller envelopes, an elastic band, plastic sleeve or bull clip and put a note on the front that you would like each section scanned separately and read on!
When we receive the envelope you will then receive two (or more) confirmation emails - one for each section.
For the old User Interface
You should create a separate category for each entity - for example Personal Expenses, Business Expenses. Click on manage next to the Category section on the right hand side of the receipt page, then click add new
Once the envelopes have been scanned you can use the Manage Envelopes page linked from our Dashboard page to look at the contents of each envelope.
Once you've filtered for the receipts of that envelope, you can select them all then assign the appropriate category.
For the Digit User Interface
Filter for your sections/subdivisions by going to the Manage Envelopes page of your account
Click on an envelope code to filter for that envelope. You can then make a decision about which category the receipts in this envelope belong to. If you need to create the category and need instructions, click here (you'll need to scroll down to Creating Custom Categories). Then select all the receipts in this envelope and assign the category.