Select ‘Upload’ below ‘My Backlog’ in the Dashboard or select the ‘Upload’ button in the blue menu bar.
Choose the administration to which you want to upload the document.
Select the document type: Purchase invoice or Sales invoice.
Does this document contain one invoice? Choose ‘Single accounting document per PDF’. Does this document contain multiple invoices? Then choose ‘Multiple accounting documents per PDF’.
Choose the file(s) you would like to add manually or drag and drop the files in the grey area. Select ‘Done’ when all files are added.
The documents will be processed and show in the ‘Recognition’ phase. Afterwards, the documents will be placed on the ‘Split’, ‘Authorise’ or ‘Check’ status.
Read more about uploading by e-mail and by mobile app: