What type of document do you want to upload?
📄 1 PDF file
✍🏼 No document, create a manual expense.
You can digitise invoices, delivery notes and tickets. If a document is not in this format, it will be rejected.
📄 Upload PDF files
1️⃣ Go to "📄 Documents" in the side navigation bar.
2️⃣ Click on "New expense".
3️⃣ Click on "Search for documents".
4️⃣ Select the file(s) you want to upload from your computer:
Each PDF file should contain only one invoice or delivery note per file.
For example, if you receive a file from a supplier containing an invoice and a return, it is important that you separate them into two before uploading.
Otherwise, the document will be rejected as "mixed documents".
5️⃣ Optional - Enter configuration
Payment status - You can mark the document as paid
Category - Recommended for new supplier documents.
Document type - Recommended if the document does not indicate it.
Incidences - Control the purchase incidences to suppliers (missing products, bad condition, no discounts applied, etc.). See the article "create purchase incidents".
6️⃣ Click on "Upload".