Skip to main content

Document inbox

Owner

Bills and receipts waiting for review. Extraction drafts fields. You confirm before anything posts.

Who uses this​

The owner, when a bill photo or PDF arrives and you want it drafted into a bill or expense.

What you need first​

  • A bill photo or PDF to upload

Steps​

1. Open the inbox​

Open Documents. Upload a bill, or drop it from Telegram if you paired the shop. Check the extracted fields, then create the bill or expense yourself.

Document inbox with uploads and extraction status.
Document inbox with uploads and extraction status.

What done looks like​

  • Uploaded files show in the inbox with an extraction status.

Common mistakes​

  • Check amounts and the supplier before you accept a draft.