To view the interactive tutorial for finding your data, click the link below:
So, your documents have been processed and are now in your Squirrel Street account. What’s next? Time to action your documents!
RECEIVE AND VERIFY your data
You will receive a notification when documents are completed and ready for you - then log into Squirrel Street
Go to "Other Documents" and read through the list of "Other Documents"
Action and Write Notes on the documents as required
Once you've read, noted and actioned the other documents, you can now go to your Receipts tab.
Go to the Receipts tab
- Sort by Date on Receipt - look at the top and bottom of the list for any dates that are either 1/1/2001 (meaning we could not identify the date on the document) or otherwise look strange. Correct these errors if necessary.
- Sort by Total - Make sure small and large totals are correct, and merging or deleting any duplicates found.
- Sort by Vendor - Edit Vendor name if necessary.
FIND your documents
There are two ways to quickly find a particular receipt you are looking for by using the Sort and Filter Tools and using the Keyword Search.
Sort and Filter Tools
The Sort and Filter tools are located on the right side of the page inside the Receipts, Business Cards and Other Documents pages.
Keyword Search
The Keyword Search function is accessible by typing into the Search Everything bar in the top right corner of your account. This tool searches the text that was extracted from your documents by our advanced Optical Character Recognition (OCR) software. It also searches the fields that we manually enter from your documents. This can be extremely helpful for finding receipts by keywords that you know were printed on the receipt, such as Target or milk.
Helpful Tips:
Write the whole keyword when doing a keyword search
Use quotes when doing a keyword search with more than one word