Upload rejected documents
Documents that require manual review are in the "Needs review" folder. They show the reason why they could not be processed automatically.
Review and verify that the document information is correct:
1. Document information and VAT breakdown
Complete the basic document details:
- Date: Select the date the document was issued.
- Category: Select the category (e.g. "raw materials", "drinks").
- Supplier: Search for and select the supplier. If it does not exist, you can create a new one.
- Document type: Choose between "invoice", "delivery note", "return", etc.
- Document number: Enter the unique identifier of the document.
VAT Summary
Expand the "VAT Summary" section to enter the taxable base for each VAT rate.
Click "Save and next" to continue.
2. Details and products
This is the most important part. Review the detected detail lines: description, quantity, unit, unit price, and total.
🍎 Products are generated automatically from the document details.
⚠️ It is essential to review them carefully before confirming the upload (by clicking "Save and finish"). Otherwise, there could be errors in product creation and grouping.
📌 Related articles
- A document has not been digitized → We explain why some documents cannot be digitized and how to fix it.
- How do I upload documents? → We explain in detail how to upload invoices, delivery notes, and tickets to haddock.
Updated on: 23/04/2026
Thank you!