Uploading Documents

Documents can be submitted to the service in four ways. All end the same — as a document in the report — but differ in how much work you have to do.

Overview of Methods

Common Rules

File size matters: above the tariff limit, the upload will be rejected before submission, so you won’t have to wait for a transfer that will end in an error anyway. Multi-page PDFs are processed as one document, up to twenty pages — if there are two invoices in one PDF, you will receive one document with mixed data.

The service monitors duplication based on the file content. The same file uploaded a second time will be rejected with a reference to the original, so you won't pay for it twice. Users intentionally re-extracting a document can turn off this check in the settings (Duplicate Check). A second scan of the same invoice has different file content and will pass; the service will recognize it only after processing based on the supplier and document number and will report it as a finding.

Upload settings — document type, direction, target format, accounting currency — can be saved as defaults in a folder. A document arriving via email or Telegram will take these settings from the folder it lands in, and what the folder doesn't specify will come from account settings.

Queue

Uploaded documents are processed several at a time and are alternated among customers, so a large import from one account won't block others. For a batch of several dozen files, it's normal for the last one to wait a few minutes. The report refreshes itself every three seconds while something is being processed; there's no need to press F5.