Topic 1 of 13 · Documents

Manual Upload

Use manual upload for receipts that are not included in bank exports.

Documents page with manual upload and email forwarding controls
Documents page with manual upload and email forwarding controls
  1. Open Documents.
  2. Upload the files.
  3. Wait for processing to complete.
  4. Review extracted data if needed.
  5. Attach the documents while adding or editing entries.