Create a custom feed

Custom feeds let you group receipts for a specific purpose, a research project, a themed collection, a team workspace. Creating them takes a paid plan; how many you can own depends on which one.

How to create a custom feed

You can create a custom feed from two places.

From a video page

1. Open any video page. The feed tabs sit above the receipts: Public Feed, Private, Drafts, then any custom feeds you have open
2. Click the plus button at the end of the tab strip, which opens a short menu headed Available Feeds. Three custom feeds can be open at once, and at three the plus goes away until you close one
3. Choose Create New Feed at the bottom of that menu. The working tray opens on Create New Custom Feed
4. Give the feed a Feed Name, and add an icon if you want one
5. Answer Who can access?
6. Turn on Global Feed if the feed should appear on every video page rather than only the one you are on
7. Click Create Feed

Your new feed opens as a tab on the current video.

On a free plan the end of the strip depends on whether you have a shared feed left to open. If someone has shared a custom feed with you and it is not already one of your open tabs, the plus is there and opens the same menu, with Create New Feed tagged Pro at the bottom: choosing it explains what a paid plan adds rather than opening the form. Once you have opened all of them, or you are at three open feeds, there is nothing left for the menu to offer and it is replaced by a plus wearing a small sparkle. Its tooltip reads "Group receipts into custom feeds per video. Available with Pro.", and clicking it goes straight to those upgrade options. Which tabs are open is remembered in your browser, so the strip looks the same when you come back.

The memory is per device. It lives in the browser you opened those tabs in, so another computer or phone starts with its own set, and clearing that browser's stored site data clears it. What comes back is which feeds are open, up to the same three, rather than which one you were reading, and a tab stays until you close it or the feed is deleted. One thing to watch for: a feed that is not global shows its tab only on the video it belongs to, where it reappears on its own, but it still takes one of the three slots while you are elsewhere. That is why the strip can look full with fewer than three tabs on it.

From your dashboard

1. Open your Dashboard and select the Feeds tab
2. Click Create Feed at the top of Feed Manager
3. Fill in the same details, except that Global Feed has to be on: a feed made here has no video attached to it, and only a global feed can exist without one

The dashboard button carries the same Pro tag on a free plan, and behaves the same way. Signed out it is simply disabled, because signing in comes first.

Creating from the dashboard keeps you on the dashboard. It does not redirect you to a video page or change your active feed.

Plans and quotas

The number of feeds you can own depends on your plan:

On a plan without custom feeds, creating one opens the upgrade flow with a recommended plan instead of the form.

The number in that table is a cap, not a suggestion, and the server holds it. Every feed you own counts toward it, however old. At the cap the next Create Feed is refused before anything is written, and the message names the feed it would have been and the number your plan covers. Deleting a feed you own frees the slot, and the plans open alongside that message so you can compare what carries more without going looking. Downgrading never deletes a feed, so you can sit above your new cap for as long as you like, and creating stays refused until you are back under it. Being added as an Admin, Contributor, or Viewer on someone else's feed never counts against your own quota.

Adding receipts to a custom feed

There are a couple of ways to get receipts into your new feed:

When creating a new receipt

• Open the receipt editor on a video
• Select your custom feed from the Feed dropdown before saving

From an existing receipt

• Use the Add to Feed option on any receipt to copy it into your custom feed
• You can also move a receipt from one feed to another if you'd prefer not to keep it in the original

Tips

• Give your feed a clear name so collaborators know what it's for
• You can always rename or update your feed later from the feed manager

What's next

• Feed sharing and access - invite others to collaborate on your feed
• Manage feed permissions - control what each person can do

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