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Creating filters (also known as rules, or email rules) is very easy and will make your Oficin experience even more seamless.
- Go to settings
- Click tab "Filters and Blocked Addresses"
- Click the link "Create a new filter"
- In the popup, choose what you want to search for (ie. include words: receipt, invoice)
- Click "Create filter with this search" (you also get a preview of what emails are included)
- Select "Forward it to" and choose your Personal Oficin forward address
- And lastly, click "Create Filter"
Voila, you are now all set. Your receipts management is now on auto-pilot!
Within Oficin every receipt you get, can have a label. This is useful, if you use Oficin for both personal and business receipts. From your receipts overview go to the receipt, on the left-hand side click on "edit label", enter the labels as you need. After some time Oficin will add labels by itself. It will learn based on previous added labels.
Certainly. All you need to do is to apply the labels you want to filter for. The overview on the right will reflect this (see how the total amount for the month changes too). From here just click "download CSV" or "download ZIP", and a download will start immediately.
We use several ways to extract the total price from any receipt. We humans are incredible good at scanning (seeing) the price. Computers in general need more guidance. That's why Oficin only supports English text and prices in dollars, euros or British pounds. Note that you can really easily edit the prices (or any element on the receipt) if you need to.
We provide you with a 14 day trial period. But Oficin really starts to shine after a couple of months, when you have acted upon your spendings and know how much time you have saved. If you do feel after three months of use, Oficin did not live up to your expectations, you can always contact us.
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