Reconciling invoices manually
What is invoice reconciliation? Reconciliation of invoices and delivery notes is especially important to ensure that the products received from suppliers correspond to what has been invoiced. Correct reconciliation helps to avoid discrepancies, errors or possible fraud in transactions. We tell you about it with an example: 🧾 On 1 January you receive a delivery note for €18.72. 🧾 On January 8th you receive a delivery note for 15,60€. 🧾 On January 14th you receive a delivery notFew readersOut of memory" error when uploading documents
On some mobile devices, errors may occur when trying to capture photos from the haddock application to upload invoice and delivery note images. If you have this problem, follow these steps: Open your mobile camera. Take a photo of the invoice or delivery note pages. This will be saved to your gallery. Open haddock. Click on the "+" button "Expenses" "Search" "Photo library" (you can also refer to the image gallery in some other way). (https://storFew readersCreate purchase incidents
You can add or create incidents of your purchases during the document upload or when the document is already scanned. Create incidents when uploading documents Upload a document. Do you have any doubts? We tell you how in this article Select the reason for the incident Write the description (Optional) (https://storage.crisp.chat/users/helpdesk/website/-/c/f/e/2/cfe20113da3e3800/443427c0-89fd-Few readersA document has not been scanned
Documents that cannot be scanned automatically are placed in the folder "Missing Confirmation" or "Rejected". This may be due to various errors, such as: 🔮 "Missing information" ✌🏼 "Duplicate" 😵💫 "Bad quality" ⚠️ "Pending Revision" 🖇 "More than one document" 📄 "Missing pages" 📝 "Format" ✍🏼 "Handwritten text" 🔮 “Missing information” SomFew readersReconcile recommended invoices
What is recommended invoice reconciliation? Let us tell you about it with an example: 🧾 On 1 January you receive a delivery note for 18€. 🧾 On January 8th you receive a delivery note for 15€. 🧾 On January 14th you will receive a delivery note for 10€. 🧾 On 22nd January you receive a £20 delivery note 📄 On 24 January you receive the invoice for the 4 delivery notes for a total of €63. (https://storage.crisp.chat/users/helpdesk/website/-/3/b/a/6/3bFew readersHow 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 dFew readersWhere do uploaded documents go?
⏳In Review Uploaded documents being digitised. 💙 ScanneFew readersHow to send documents by e-mail
Open your email (such as Gmail, Outlook, etc.). Create a new email. 💡 Don't knoFew readersAutomatically upload documents by e-mail
Go to the "📄Documents" page. Click on "New expense" (documents screen). (https://downloads.intercomcdn.com/i/o/928691535/bf59d6310b5ac2c3c29b84ab/Captura+de+pantalla+2024-01-09+a+las+15.27.52.png?expires=1755002700&signature=1926f0559fe99528e07b0a4bf7254f86b775b25a236767a8464f12144ace3b3b&req=fSIvEMB%2FmIJaFb4f3HP0gJOxC2nxkZ%2F8l6e3zX%2FyEISHAW%2FsoTU0NKE814MTFew readersUndo reconciliation
Click on "Reconciled" to consult the reconciled documents. Click on "⋮" of theFew readersEdit a product description in the document
If you are on the product page, go to step 1. If you are on the document page, go to step 4. Click on the product you want to edit. Go to the "purchase history" section. Click on the symbol on the right of the line to go to the document. (https://downloads.intercomcdn.com/i/o/670664360/dd35281be339c7397052d881/Screenshot+2023-02-12+at+00.03.14.png?expiresFew readersExporting documents
Go to the "📄 Documents" tab. Customise the export, applying filters on the documents. Select the documents: Click on "Select all" once the filters have been applied, to select all the results. Click on the "☐" (boFew readersUpload documents with your mobile phone
💡 See how to have haddock on your mobile home screen Open haddock on your mobile. Click on "documents". Click on the camera symbol. (https://downloads.intercomcdn.com/i/o/694437509/0733f44f3c088d117381320a/image.png?expires=1755002700&signature=97e5cf19321703738c346602074438352a2e6856Few readersReport an error in a document
From the document with error screen: Go to the "details" of the document. Click onFew readersExpenses mass delete 🗑️
With a simple click you can delete all the documents you want. They will remain in the recycle bin for 90 days until they are permanently deleted. Disclaimer: Only documents that have already been digitised can be deleted. (https://downloads.intercomcdn.com/i/o/825189089/0683419117323ad9810bbec1/Captura+de+Pantalla+2023-09-07+a+las+16.05.14.png?expires=1755002700&signFew readersUpload rejected documents
Incomplete documents are in the "No confirmation" folder. They indicate the reason why they could not be read. (https://downloads.intercomcdn.com/i/o/663948590/6c4ff471a0baba72bb39087d/Screenshot+2023-02-01+at+16.34.37.png?expires=1755002700&signature=e6b78748e67f13d87a77165565f89112549c530a8569a598cc0108ce15bfdf31&req=ciYkH812mIhfFb4f3HP0gBzldqOPu1IFaz1n6hHYUehSb63pFew readersUpload documents in batches
Batch upload available on computer and for files in PDF format. Go to "📄Documents" in the side navigation bar. Click on "New expense" (top right, as indicated in the image). (https://downloads.intercomcdn.com/i/o/684428829/feee39d4af88e578264fd832/Screenshot+2023-03-05+at+11.30.03.png?expires=1755002700&signature=4b8e5d395c5a160a2fe30bdd726521bd9e31f690f4Few readers