Documents & Intake
Scanned and emailed documents, review queues, and exceptions.
How documents work
Receipts, bills, statements, and scans come in from upload, phone, or email; the app reads them, you confirm, and filing posts the books.
Uploading and scanning documents
Drop files on the Documents page, upload a stack at once, or scan from the phone app; then let the extractor read them.
Reviewing and filing a document
Confirm what was read, choose how it was paid, and file: one click creates the bill or payment and posts it.
Email intake
Forward bills and receipts to the intake mailbox with your shop's code in the subject; what gets imported, and what happens to email the app can't place.
Duplicates, errors, and dismissing
What the duplicate gate checks, how to retry or dismiss a document that failed, and how to close one that shouldn't be filed.
Exceptions
Two kinds of flag in one queue: notes the extractor found written on documents, and checks the books run on themselves.