Add receipt/document
There are several easy ways to add new receipts or documents.
Via drag ān drop
Go to the desired sheet (e.g. incoming invoices).
Select your PDF files, photos or e-invoices and drag them directly into the sidebar of the document list.
In the sidebar: Click the plus icon next to the document to add the document.
Via file picker
Go to the desired sheet (e.g. incoming invoices).
Click āAdd more documentsā in the sidebar at the bottom.
In your operating system's file selector, select the files and click OK.
In the sidebar: Click the plus icon next to the document to add the document.
Via email
Learn here how to add receipts and documents via email.
Via smartphone
Via scanner