How to upload documents?

What type of document do you want to upload?

📄 1 PDF file

🗂 Batch of PDF files

📱 Mobile phone photos

📤 Send by email

✍🏼 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".

Updated on: 12/08/2025