4. Web Version FAQ ← Knowledge Base What's the URL and why I would use the web version? How to generate well-formatted Excel report? (Video Demo) How to generate PDF report containing receipt images? How to upload a bank transaction CSV file? (Video Demo) How to create a recurring receipt? (Video Demo) How to create and update a receipt? How to use dashboard pages? How to change multiple receipts together? How to customize your categories? How to set currency exchange rate? How to set up accounts?