Add different categories to each document during bulk upload

Although it is optional, we recommend adding a category to your documents before uploading them so your accounting stays organized from the start.

1. Go to the Documents screen.

2. Upload the invoices, delivery notes, or receipts you want to digitize in bulk.

3. Select the document or documents you want to categorize and assign the corresponding category.

You can repeat this process to assign different categories to different documents in the same upload. If you prefer not to do it now, you can categorize them later once they have been digitized.

Updated on: 23/04/2026