If you don’t see the Documents module in your account, please reach out to your Account Representative or email us at [email protected].


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FINDING AND CHANGING YOUR UPLOAD EMAIL ADDRESS


  1. Click the gear icon in the top-right corner of your screen.

  2. Click Settings.

  3. Select the Documents tab.

  4. You’ll see your unique upload email address there.

  • Click the pencil icon to change the address or

  • Click the copy button to copy the email.


? You can also copy this email address quickly from inside the Documents module.









3 WAYS TO SUBMIT DOCUMENTS



1. Email

You or your vendors can email invoices and receipts to your unique documents email address.


2. Upload from your computer

Go to the Documents section (on the left-side menu), and click the green UPLOAD FILE button.


3. Use the mobile app

Snap a photo of your receipt or invoice and upload it directly through the app.


TIPS FOR ENSURING GREAT PHOTOS THAT OUR AI ENGINE CAN READ


Help our system do its best work by following these simple tips:


❌ Don’t send multiple invoices/receipts in one upload or email.
✔️ If an invoice has multiple pages, send them all together in one email.

Clean your camera lens before taking a photo.

Use a flat, dark surface to place the document.

Make sure the entire document is visible—don’t crop off the edges.

Review your photo before uploading:

  1. Is the text clear and in focus?
  2. Is the lighting good?
  3. Can you read the smallest print without zooming in?


Blurry or incomplete documents may not process correctly—and nobody wants that!