Learn Step by Step
Master ReceiptCamp with our comprehensive video tutorials covering everything from basic setup to advanced integrations.
Getting Started
Everything you need to get up and running with ReceiptCamp
Quick Start Guide
Set up your account and process your first receipt
What you'll learn:
- Create account
- Upload first receipt
- Review extracted data
- Export to Excel
Mobile App Setup
Download and configure the mobile app for on-the-go receipt capture
What you'll learn:
- Download app
- Sign in
- Enable camera permissions
- Capture test receipt
Account Configuration
Configure expense categories, approval workflows, and user permissions
What you'll learn:
- Set up categories
- Configure workflows
- Add team members
- Set permissions
Receipt Processing
Master the core receipt processing features
Single Receipt Processing
Learn how to process individual receipts with our AI-powered OCR
What you'll learn:
- Upload receipt
- Review OCR results
- Edit if needed
- Categorize expense
- Save
Bulk Receipt Upload
Process multiple receipts at once for maximum efficiency
What you'll learn:
- Select multiple files
- Bulk upload
- Review batch results
- Bulk categorization
Email Receipt Processing
Automatically process receipts from email confirmations
What you'll learn:
- Set up email forwarding
- Configure filters
- Auto-processing rules
- Review results
Handling Complex Receipts
Deal with challenging receipts: handwritten, damaged, or multi-page
What you'll learn:
- Image preprocessing
- Manual corrections
- Split transactions
- Quality verification
Data Export & Integration
Export your data and integrate with other systems
Excel Export Basics
Export your receipt data to Excel for reporting and analysis
What you'll learn:
- Select date range
- Choose export format
- Download Excel file
- Review data
Custom Export Templates
Create custom export templates for specific reporting needs
What you'll learn:
- Access template builder
- Select fields
- Format columns
- Save template
- Export
QuickBooks Integration
Connect ReceiptCamp with QuickBooks for seamless accounting
What you'll learn:
- Connect accounts
- Map categories
- Sync settings
- Test integration
- Auto-sync
API Integration
Use our API to integrate with custom systems and workflows
What you'll learn:
- Get API keys
- Authentication
- Basic calls
- Webhook setup
- Error handling
Team Management
Manage teams, approvals, and permissions
Adding Team Members
Invite team members and set up their access levels
What you'll learn:
- Send invitations
- Set roles
- Configure permissions
- Team onboarding
Approval Workflows
Set up multi-level approval processes for expense management
What you'll learn:
- Define approval levels
- Set spending limits
- Route exceptions
- Monitor status
Reports & Analytics
Generate reports and analyze spending patterns across your team
What you'll learn:
- Access reports
- Filter data
- Create dashboards
- Schedule reports
- Share insights
Advanced Features
Unlock the full potential of ReceiptCamp
Mileage Tracking
Track business mileage and integrate with receipt data
What you'll learn:
- Enable GPS tracking
- Log trips
- Calculate rates
- Generate reports
Multi-Currency Support
Handle international receipts and currency conversion
What you'll learn:
- Enable currencies
- Conversion rules
- Rate sources
- Reporting options
Tax Season Preparation
Organize and export data for tax preparation and filing
What you'll learn:
- Year-end review
- Tax categories
- Generate reports
- Export for accountant
Custom Integrations
Build custom integrations using webhooks and advanced API features
What you'll learn:
- Webhook setup
- Custom endpoints
- Data transformation
- Error handling
- Testing
Recommended Learning Path
New to ReceiptCamp? Follow this step-by-step learning path to become proficient quickly.
1. Quick Start Guide
Get your account set up and process your first receipt
2. Mobile App Setup
Enable mobile receipt capture for maximum convenience
3. Receipt Processing
Master single and bulk receipt processing
4. Excel Export
Learn to export and work with your data
5. Team Management
Add team members and set up workflows
Need Additional Help?
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