Upload documents in bulk

How do I upload documents in bulk?

Bulk upload available on desktop and for PDF and image files.

1. Go to "📄Documents" in the side navigation bar.

2. Click "New expense" (top right, as shown in the image).

3. Click the "digitize file/s" option to open the upload screen.

4. Click "Search documents"

5. Find the documents you want to upload on your computer and select them. You have two upload options:

• Upload without configuration by clicking "upload file/s".
• Add the configuration in the next step.

6. Select the documents.

7. Click "configuration".

• Category - Recommended for new suppliers.
• Document type - Recommended if it is not indicated or does not have the correct format.
• Payment method - Select how the document was paid.
• Order number - Link the document to an existing order.
• Issues - Available when selecting a document. Add the issue(s) (missing products, damaged condition, no discounts applied, etc.). For more details about issues, see the article "create purchase issues"
• Payment status - Indicates the payment status of the invoice, delivery note, or ticket.

8. Click "save".

9. To apply another configuration repeat from step 6.

10. Click "upload file/s"

Updated on: 23/04/2026