Everything you need to know.

Getting StartedSet up the account, business profile and first receipt.
  1. Create the account with the business owner's email.
  2. Add business name, ABN if required, contact details and default currency.
  3. Choose Free, Basic or Pro based on receipt volume and team needs.
  4. Open the dashboard and confirm the first receipt, warranty and BAS shortcuts are visible.
  5. Add one receipt manually so the owner understands the review flow before using AI scanning.
Receipt ManagementCapture, review, categorise and find receipts.
  1. Capture a receipt using camera or upload from files.
  2. Review supplier, date, total, GST and category before saving.
  3. Correct any AI-read details that do not match the receipt.
  4. Attach notes or job references when useful.
  5. Use search and category filters to find records later.
Warranty ManagementTrack warranty documents, expiry dates and reminders.
  1. Create a warranty record from a saved receipt or add it manually.
  2. Enter product name, purchase date, warranty length and supplier.
  3. Upload warranty paperwork or product documentation.
  4. Set reminder timing before expiry.
  5. Review expired and upcoming warranties from the warranty view.
BAS ReportingPrepare records for quarterly or annual review.
  1. Select the reporting period.
  2. Review expenses, GST fields and categories.
  3. Fix missing or incorrect receipt details before exporting.
  4. Export the report for your accountant or bookkeeper.
  5. Do not lodge from unreviewed data; confirm totals through your accounting process.
Offline and SyncUnderstand what can be captured without internet.
  1. Capture receipts while offline when supported.
  2. Keep the app open long enough to complete pending uploads once back online.
  3. Check sync status before deleting local files.
  4. Resolve conflicts by keeping the record with the most accurate details.
  5. Use cloud backup only on supported plans and devices.
TeamsLet staff contribute records while the owner keeps control.
  1. Upgrade to Pro where team access is required.
  2. Invite team members using their work email.
  3. Review access before sharing business records.
  4. Remove users when they leave the business.
  5. Audit shared receipts and categories before BAS review.
BillingManage app-store plans, upgrades and cancellations.
  1. Open the pricing page or in-app billing screen.
  2. Choose the plan through Apple App Store or Google Play.
  3. Restore purchases when moving devices.
  4. Cancel or change subscriptions through the relevant app-store account.
  5. Review current AI credit inclusions before relying on scanning volume.
Privacy and SecurityHandle account, backup and deletion requests.
  1. Use strong login credentials and keep devices protected.
  2. Avoid adding unnecessary sensitive information to notes or uploads.
  3. Export important records before account deletion.
  4. Submit privacy or deletion requests through the contact page.
  5. Review the Privacy Policy for how records are handled.

Quick reference

Getting Started

Create an account, Set up a business profile, Choose a plan, Understand the dashboard, Add your first receipt

Receipt Management

Capture a receipt, Upload a receipt, Review extracted data, Edit a receipt, Add categories, Search records

Warranty Management

Create a warranty, Link a receipt, Add a warranty period, Upload a document, Configure reminders

BAS Reporting

Select a BAS quarter, Review income and expenses, Review GST fields, Correct categories, Export a report

Offline and Sync

What works offline, How syncing works, Resolving sync issues, Managing storage

Teams

Invite users, Remove users, Manage permissions, Shared records

Billing

Free, Basic and Pro, Upgrade a subscription, Cancel a subscription, Restore purchases

Privacy and Security

Account protection, Data storage, Backup, Exporting data, Account deletion