Itemize Support

From a workforce of one to corporate giants, Itemize has pricing and plans that work at every stage.

FAQ
Accounts & Subscriptions
How do I change my subscription?

iOS – Click the menu and tap on Settings. Tap on My Account and then Subscription Info. In settings, click the edit button next to your current subscription name. After selecting a plan, follow the steps shown to complete the change. Some changes will need to take effect after logging out.

Android & Web – Click the menu in the top right corner of the expense list and go to Settings. In settings, click the edit button next to your current subscription name. After selecting a plan, follow the steps shown to complete the change.

How do I cancel my account?

iOS – Click the menu and tap on Settings. Tap on My Account and then Subscription Info. In settings, click the edit button next to your current subscription name. Choose the option “cancel your current subscription” and follow the steps shown to complete the change.

Android & Web – Click the menu in the top right corner of the expense list and go to Settings. In settings, click the edit button next to your current subscription name. Choose the option “cancel your current subscription”, follow the steps shown to complete the change.

Can I ask for a refund?

Yes, please contact us at support@itemizecorp.com and we’ll handle your request on a case-by-case basis.

How do I change or reset my password?

iOS – Click the menu and tap on Settings. Tap on My Account and then Password. Then enter your current password and your new password.

Android & Web – Click the menu in the top right corner of the expense list and go to Settings. In settings, click the edit button next to password and enter your current password and your new password.

If you’ve forgotten your password, click the Forgot button and enter your email address. You’ll receive an email with instructions on how to reset your password.

All my receipts are gone! What happened?

You may have accidentally used one of the social sign in accounts (Google or Facebook) and created another trial account in the process. Be sure to log in with the method you first used when creating the account. If this is not the case, please contact us at support@itemizecorp.com.

What accounting programs do you integrate with?

We are fully integrated with many of the most popular expense management systems including QuickBooks, FreshBooks, Xero, FreeAgent, and Sage One.

Can I use Itemize on my desktop?

Yes! The Itemize app is known for fast, mobile connectivity but you may also log in from your desktop

Managing Expenses
How do I add an expense to my account?

Expenses can be added in 3 ways: by taking a photo, by email and, by entering it in manually (iOS mileage only). Below we’ll explain how to add an expense using a photo. To add emailed receipts, check out the Digital (Emailed) Receipts section.

iOS – Click the large green camera button at the bottom of your expense list. Put the receipt inside the border. If the receipt is long, you can fold it so that the merchant and the totals are visible. Take the photo using the shutter button and verify the important parts are legible. The photo will upload and be processed in under a minute.

Android & Web – Click the Add Expense icon from the toolbar. If your device asks you to select an application, you can choose the camera or use a file explorer to locate the image. If you’re using the camera, put the receipt inside the border. If the receipt is long, you can fold it so that the merchant and the totals are visible. Take the photo using the shutter button and verify the important parts are legible. The photo will upload and be processed in under a minute.

We require each upload size to be between 250kb and 150Mb.

Can I add an expense without a photo?

Except for Mileage records, currently all expenses require a photo to be added to the list. Digital receipts have images created for them after being processed.

Can the service handle international receipts?

While we can handle most international currencies, we can only accurately process English language receipts at this time.

How are totals calculated?

There can be several different totals on any receipt, here are our definitions:

  • Subtotal – the total of all the line item purchases before tax, tips, surcharges, discounts, shipping and any other monetary changes that have been applied.
  • Grand Total – the final total after tax, tips, surcharges, discounts, shipping and any other monetary changes that have been applied.
  • (Purchase) Total – a combination of the subtotal and tax.
How do I filter my expenses?

iOS – Click the filter icon on the upper right corner and select filters. When all filters are selected, tap Done.

Android & Web – Click the blue filter button at the bottom of the expense list and select filters. When all filters are selected, click Apply.

How do I export my expenses?

iOS – Click the menu and go to reports. This will open a version of the Web App for exports. After selecting some filters, click apply. Continue by following the Android & Web instructions.

Android & Web – After filtering your expenses, click the Export Options button in the toolbar. The list of available exports and integrations will be displayed.

Some exports have a restriction on the number of expenses:

  • Exports that include images only allow up to 200 expenses per export.
  • QuickBooks Desktop only allows up to 10500 expenses per export.

Please Note: Negative values cannot be exported from Itemize into any of the accounting integrations.

How do I delete a receipt?

iOS – In the expense list, swipe the expense item to the right to reveal the delete option.

Android & Web – Click on an expense to open the detail. Click on the delete button in the blue header and confirm the delete.

Can I recover a deleted receipt?

If you act quickly, we may be able to recover a deleted receipt for you. Please contact us at support@itemizecorp.com.

How do I setup transaction matching?

Please follow the below steps to link up your checking account and credit cards:

1) Login to Itemize
2) Go to Menu
3) Click “Settings”
4) Click “Transaction Matching”
5) Click “Add Connection”
6) Select your bank and add your accounts. **Please take note that only the financial institutions on this list are supported at this time

Changing Currency

Sometimes it may be necessary to fix your currency within Itemize.  To change your currency, follow these steps:

For iOS:
Select receipt
Tap on the financial values area
Select the currency currently being used (This will produce a drop down menu to select the correct currency)
Select correct currency
Tap on the green save button
Tap ‘Save’ located in the upper right hand corner

For Android:
Select receipt
Select ‘Financial Values’
Select the edit icon next to current displayed currency
Use drop down menu to select the correct currency
Once selected your receipt will be saved automatically (This is indicated once the receipt is refreshed on your screen)

For Web app:
Select receipt
Select ‘Financial Values’
Select the edit icon next to current displayed currency
Use drop down menu to select the correct currency
Once Selected your receipt will be saved automatically (This is indicated once the word ‘Saved’ is displayed in green above the receipt details page)

If your currency seems to always be reading incorrectly, please ensure that your default currency in your settings is set to your home country.

Team Workflow
How do I access team workflow features?

Most team workflow features will automatically appear in the Web App for team members after being added to a team. Here are the additional features to look out for:

  • The toolbar will have a Submit Expenses button to send expenses for reimbursement. A column called Clip Status (using a paperclip icon) will be added to mark the status of each expense through the submission process. An additional filter will also be available for this column.
  • After a successful submission, the menu will have an additional link to the Payperclips page, where you can view your submissions.
  • Team administrators will have an additional link to the Team Admin page in the menu and also have access to view and filter expenses by Team Member Name.
How do I submit expenses for reimbursement?

First, ensure the expenses that want to submit are marked as reimbursable (you can change the column to make this easier to see or you can use a filter to show them also). Next, click the Submit Expenses button in the toolbar. If the submission was successful, you be directed to view the submission. If not, you’ll be given a reason.

What is a Payperclip?

It’s another name for a reimbursement submission request, which was a long word to fit into our menus. We use “clip” as a shorter version in some areas.

Why was my successful submission marked as rejected?

The admin may have set rules for each submission which will “preject” (reject prior to an approver viewing them). Contact your admin to find out what rules were set.

As an approver, how do I approve / reject expenses?

Click the menu in the top right corner of the expense list and go to Payperclips. On the next page you will see a list of expenses. If an expense is awaiting a decision, action buttons will be located on the right (only available on larger devices). You may also approve or reject a submission by clicking on the submission and then selecting the appropriate button from the toolbar.

As an admin, how do I manage the submissions?

Click the menu in the top right corner of the expense list and go to Team Admin. On the next page, find the Job Code you’d like to manage and click it to open. More instructions are located within each Job Code.

Accounting Software Integrations
Quickbooks Desktop

To export to Quickbooks Desktop:

1.) Login to https://app.itemize.com/responsive/login/ from a desktop computer
2.) Click on “Reports”
3.) Select “Accounting Software”
4.) Select “Quickbooks Desktop” icon
5.) Click Export
6.) Within a minute an iif file will download that you can export into Quickbooks Desktop

Digital (Emailed) Receipts
How do I put digital receipts into my account?

To have digital receipts automatically appear in your app from your email account, connect your email to your Itemize account:

1) Go to the menu in the upper left-hand corner of the screen.
2) Select ‘Settings’
2) Tap on ‘Connect Email.’
3) From there, follow the instructions to connect your email with Itemize.

Alternatively, you may forward your digital receipts in manually to your @itemize.com address. To find your @Itemize.com address:
1) Go to menu
2) Select ‘My Account’
3) Forwarding address appears at the top

How do I connect my email address?

iOS – Click the menu and tap on tap on Settings. Tap on Connect Email and follow the instructions displayed.

Android & Web – Click the menu in the top right corner of the expense list and go to Settings. In settings, click Connect Email and follow the instructions displayed.

How many email addresses can I connect?

At this time, we are only able to connect one email address per account.

You can forward receipts from any email account to your Itemize email address (YOURUSERNAME@itemize.com), which will go directly into your inbox for processing.

Can I connect my email to a domain that isn’t listed?

We do not support email domains that are not featured in the connection list.

Can the service capture email attachments?

We only capture attachments for emails forwarded to your itemize.com email address.

Make sure if you forward an attachment from your iPhone that the attachment is not embedded into the body of your email and it is a true attachment. If you are having trouble creating a true attachment, please forward from your desktop computer. Also, Itemize is only able to process PDF, JPEG, and PNG file types.

How can I connect my Apple E-mail?

To sync your Apple email address to your Itemize account, please visit the link provided and follow the steps under “Generate an app-specific password”: https://support.apple.com/en-us/HT204397.

You will first be prompted to sign in using your Apple ID and password. You will then have to enter the security code sent to your mobile device. Following step 2 on the list, you will scroll to the Security section where you will generate an app-specific password.

After you have generated your app-specific password, log in to your Itemize account and follow the below steps to connect your email address to start syncing your digital receipts:

1) Go to the menu in the upper left-hand corner of your device
2) Select ‘Settings’
2) Tap on ‘Connect Email’
3) Select ‘Other’
4) Select your domain address (ie: icloud.com)
5) Enter your username and app-specific password
6) Click ‘Submit’

Contact Us
9am – 6pm, M-F (EST)

support@itemizecorp.com
(212) 206-0880
307 Seventh Avenue, Suite 2201, New York, NY 10001