Managing Groups
To manage, navigate to manage groups as shown in the previous page. Then click on the name of the group, or the edit pencil.
Upon clicking either the name or the edit pencil, the user will be navigated to the group details, where users can view or edit group data.
Group Details
Here, members whose group role allows it can change general group information and group membership.
Group Name
This field will change the group's name. There are no constraints on the group name, other than it is a required field.
Status
There are two options for this field:
Active: Active groups show up in the groups list on the sidebar
Archived: Archived groups do not show up in the group list on the side, however, receipts in archived groups will
still count towards total owed amounts in the "Summary" dashboard widget.
Group Members
Clicking on the blue plus icon next to the "Group Members" header, or clicking on the edit pencil of the group member
will display the respective form to add or edit a group member as shown below.
User
The user to add to the current group.
Role
The group role assigned to the member, which determines what they can do in this group. Pick from the group roles defined on the Roles page; new members start on the configured default group role. Use the preview button next to the selector to see exactly what a role grants.
Receipt Wrangler ships with three built-in group roles — Legacy Owner (full control of the group), Legacy Editor (add, edit, and delete receipts), and Legacy Viewer (read-only) — and administrators can create their own. See Roles & Permissions for the full list of group permissions.
Group Settings
Group settings are only editable by administrators — specifically, anyone whose application role grants
Update Group System Settings (app.groups.update-settings). This is because group settings contain
technical configuration, which should not be done by regular members.
Clicking on the "Group Settings" tab will navigate users to the group settings screen.
Enable Email Integration
This field will enable the integration. After the email is enabled, a connection will be attempted to be made to the configured email address on the next polling interval.
Email to Read Receipts From field
The "Email to Read Receipts From" field must match a username from the email settings configured in the last step, this will tell the api that this group is using this email.
Subject Line Regexes
If no subject line regexes are set, then any subject line is permissable.
These regexes drive which emails are read for this group.
Email Whitelist
If no email whitelist is set, then emails from any sender are read. Once one or more addresses are added to the whitelist, only emails from those addresses are read.
These let the group accept emails only from certain email addresses.
Default Paid By
This is the user that will be assigned receipts that are uploaded via email.
Default Status
This will be the status that will be set on receipts that are uploaded via email.
Caveats
Email attachments
Currently, email attachments are required, since emails are processed via ocr/ai. If no attachment is found on the email, the email will not be processed.
Multiple attachments
Currently, there is no way to group multiple attachments into one receipt. So if 20 attachments are sent, then 20 separate receipts will be created.