We created a dedicated Demo Environment to give expert users a safe, flexible space to test, present, and explore the platform—without affecting real client data. Here’s why it matters:

1. Pre-Project Testing

Before launching a VAT refund project, users often need to add potential client data, simulate expenses, and estimate cashback. The demo environment makes this safe and risk-free.

2. A Safe Playground

Try out features, test scenarios, and onboard team members without risking live data. It’s a sandbox for experimentation and learning.

3. Confidential Sales Demos

Easily showcase the platform’s capabilities without revealing sensitive client data—perfect for sales and training sessions.

4. Cleaner Interface & Data Separation

Creating test data uploads in the live environment caused clutter and confusion. With a clear Live/Demo toggle, everything stays tidy and manageable.

5. Clear Demo Data Labelling

To further distinguish demo data, we’ve added a demo flag for invoices. This helps users clearly identify which invoices were uploaded for testing or demonstration purposes.

Where to Find It

Head over to the Manage Expenses section. You’ll now see a new column labeled “Is Demo”. You can enable the "Is Demo" filter by selecting it under Other fields in the filter menu within the Manage Expenses section:

If the column is empty, it means the invoice is real, but if you see “Yes”, it’s a demo invoice.

What Happens in Demo Mode?

When you switch to Demo Mode, all invoices in Manage Expenses are automatically marked as demo. This gives you a clean environment to walk through the product without worrying about mixing in any live data.

Live vs. Demo Company Behavior

Live Companies can now mark specific invoices as demo using the Batch Actions menu:

This gives you full control to mix and match real and demo data as needed for training or testing.

Demo Companies don’t have this ability —all their invoices are automatically marked as demo by default.