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Sign in, sync, and work offline

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Before you sign in

You can capture immediately in a device-based guest workspace. Until you create and link an account, unfinished guest captures may exist only on that device.

If you want to keep what you captured as a guest, choose Create account. This creates and links your account and keeps your guest work. Choose Sign in only to open an existing account; ordinary sign-in does not transfer guest work into that account.

Before clearing browser or device data, create and link your account, then wait for pending uploads to finish. If you plan to sign in to an existing account instead, finish or export the guest records you need first. Device-only records cannot be recovered from another device.

After linking, use the workspace switcher to move between your personal workspaces and organizations you have joined.

Working offline

New captures are saved locally first. Uploading and automatic reading continue when your connection returns. Existing screens may show the last available data while offline; actions that require the server, such as invitations or billing, wait for a connection.

Device preferences

Settings, Preferences controls appearance, the default reporting period, and reminder timezone. Appearance applies to this device. Changing the default period updates this device and the starting period for new devices; other devices keep their last selection. Reminders use your saved timezone. If none is saved, Mari tries your browser timezone and uses UTC as a fallback. Later browser timezone changes need your confirmation.

In Settings, Data & Privacy, Resync Data clears the app cache so data can load again from the server. It does not delete server records or transfer guest captures to an account.

Notifications

In Settings, Account, choose email notifications for feedback replies and scheduled submission summaries. These controls require an account email. Opening a summary email does not submit expenses. Push notifications require sign-in and a supported browser with notification permission.

Where proactive expense alerts are available, email and push share a limit of three individual alerts per week. Email requires a verified account email. Additional alerts go in a weekly email digest when email alerts are enabled. Your Home queue still shows expenses needing attention when alerts are off.

Next: Common problems