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Convert your Inbox files to purchasing documents
Convert your Inbox files to purchasing documents

Extract data from expense vouchers automatically or manually and add it to your financial record.

Camilla avatar
Written by Camilla
Updated over a week ago

of all:

  1. Access Expenses from the navigation bar

  2. Select Inbox

To convert the received files into a new purchase document, you can choose between two options: send it to our smart scanning solution or manually transcribe the data.

How to automatically scan your file

The number of annual automatic scans available varies by plan purchased. By creating an account you will have 5 free scans.

  1. From the Inbox, select New in the top left to display files that have not yet been processed

  2. Click the Scan button next to the file

  3. Once the conversion process is finished, go to Pending Verification

  4. Select the file

  5. Choose the type of document to convert

  6. Check that the data is correct or edit if necessary

  7. Click on Create

Your file is in the status Finished, as well as in the corresponding list of documents.

Manually transcribe the data from your file

  1. From the Inbox, select New in the top left to display files that have not yet been processed

  2. Select the file

  3. In the popup window, click the Manual Capture

    button

  4. Select the type of purchase document

  5. Fill the fields with all the data

  6. Choose the type of breakdown you need, activating the option Divide by lines

  7. Click Create

Your file is in the status Finished, as well as in the corresponding list of documents.


Attach your file to an existing purchase document

  1. From the Inbox, select New in the top left to display files that have not yet been processed

  2. Select the file

  3. In the popup window, click Map to Existing Document

  4. Select the document from the list

  5. Confirm the operation


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