Manual Document Upload

If you have documents on your computer or receive them physically, you can easily upload them directly to the system.

How to Upload

1. Go to Source Documents in the sidebar menu.
2. Drag and Drop: Drag your files directly into the dotted upload area.
3. Click to Select: Alternatively, click the upload area to open a file browser and select files from your computer.
4. Supported Formats: We support PDF, Word (.docx), JPG, JPEG, PNG, and Txt files.
5. Bulk Upload: You can upload up to 20 files at once.

After Upload

Once you have uploaded a document, the system immediately begins analyzing it. You will see a processing message for each file. This typically takes 3-10 seconds per file. During the analysis, our AI automatically extracts:

• Vendor Name: The company that issued the invoice.
• Invoice Number: The unique identifier for the document.
• Document Date: The date the invoice was issued.
• Total Amount & Currency: The final amount to be paid.
• VAT Amount: The tax portion of the total.

Managing Uploaded Documents

When the analysis is complete, the document lands in your Inbox. From here, you can:

• Preview: Click the thumbnail to see the document content.
• Edit: If the AI missed something or made a mistake, you can manually correct the extracted data.
• Reject: If you uploaded a wrong file, you can move it to the "Rejected" tab.
• Delete: Rejected documents can be permanently deleted from the system.

Once a document is in the inbox, it is ready to be matched with a bank transaction in the Cash Journal.