Task guides
Upload a receipt or invoice
Step-by-step task guide: Inbox and documents.
- Open Bookings in the menu and click Upload document at the top right. If the button is missing, your role may not upload documents for this client.
- The same Upload document button is on Overview, next to Take photo. On a phone Take photo opens the rear camera and uploads the picture as a receipt; on a computer it opens a file picker for images. If the browser cannot convert a HEIC photo, set the camera to JPEG.
- Choose one or more files. Accepted are PDF, PNG, JPG, WEBP, TIFF and XML (an XRechnung e-invoice), up to the size limit shown in the app.
- Stay on the page until all files are sent. A message then tells you how many were uploaded and that they are being read now.
- A file the app does not accept is listed with the reason, for example an empty file, a wrong file type or a file you already uploaded. A bank statement does not belong here, upload it under Finances instead.
- Once a document is read, it appears in the Inbox for you to check. A document that is neither an invoice nor a receipt is only filed and gets no booking.