Add receipt/document via scanner
To send receipts or documents to your Excel spreadsheet using a scanner, scan individual documents as a PDF or have the scanner forward the receipt via email.
Manual: The easy way
Scan the document as a PDF, one document per file. Of course, a single document can contain several pages.
Go to the desired sheet (e.g. incoming invoices).
Drag the PDF files to the sidebar of your document list.
In the sidebar: Click the plus icon next to the document to add the document.
Automatic: The convenient way
Most scanners offer a function to scan documents and send them directly via email. Enter the email address of your Excel table once in the scanner. All you need to do is press a button on the scanner for the document to appear in Excel.
Place the document in the scanner, one receipt per scan. Of course, a single document can contain several pages.
Press the button to scan and email the document.
Repeat the process for the remaining documents.
Open your Excel table and go to the desired list of documents (e.g. incoming invoices).
Once your email has arrived, the document will automatically appear in the sidebar.
In the sidebar: Click the plus icon next to the document to add the document.
ℹ️ see also “Where can I find the email address of my Excel template?”