More Documents
Edit the description of a product in the document
You can edit the description and other product details directly from the document. Go to the document (invoice or delivery note) where the product appears. In the products table, find the line you want to edit. Click directly on the description or the field you want to change. Enter the new information. Click outside the field or press Enter to save the changes automatically. Note: Changes are saved automatically when you leave the field. You do not need to look foFew readersAdd recurring expenses
📌 Add recurrence to a new document 📌 Edit recurrence inside a document Add recurrence to a new document Click Create manual expense (https://downloads.intercomcdn.com/i/o/876166537/5f5e1ad2883a5248861ac0a2/Captura+de+Pantalla+2023-11-06+a+las+13.18.10.png?expires=1755014400&signaturFew readersExport documents
📍 How to filter documents to customize the export 📍 How to export documents 📍 Report formats: Summary and totals, PDFs, Products, or Accounting. 🗄️ How to filter documents to customize the export If you want to customize the export, apply the available filters in Documents. (https://downloads.intercomcdn.com/i/o/997226660/188585afab803c5ba02f3d26/Captura+de+Pantalla+2024Few readersCreate purchase incidents
📍 Create an incident when uploading documents 📍 Create an incident when the document is already digitized 📍 Create an incident in the order review process 📍 Created incidents page You can add or create incidents for your purchases during document upload or when the document is already diFew readersWhy a document has been sent for review
❓ Why is there a document module that needs manual review? 📍 Access the document review screen 📍 Main reasons for review 🚚 Supplier not detected ➕ Check the total amount of your products 📁 Incorrect total calculationFew readersHow an accounting firm can use haddock to speed up administration
📍 Why does haddock make it easier to share data with the accounting firm? 📍 How the accounting firm can use haddock day to day How to give the accounting firm access in haddock How to filter documents in haddock How to export invoices in haddock with summaries and totals (how-to-expoFew readersHow to export invoice results to close the quarter
Collect all invoices and export the results in just 3 clicks. Before exporting, it is important that you filter the documents you want to export to avoid confusion in the exported data. Filter the documents to export within the documents screen. You can add all the conditions you need, but for an ideal export with the information needed to close the quarter, we recommend filtering by: Document date More filters Document type Invoice (https://storage.crisp.chat/users/helpdeFew readersWhere do uploaded documents go?
All documents go to the lower list in the Documents section. They stay together, but we can separate them using the filter button or the top tabs for ❗️Needs review, ⏳ Digitizing, ❌ Rejected, and 🗑 Deleted. Filter You can filter by: Document date Supplier Categories Due date More filters (https://storage.crisp.chat/users/helpdesk/website/-/4/a/3/7/4a37cc8f62090400/captura-de-pantalla-2025-08-26eftytw.png =296xauto) ⏳ Digitizing Uploaded documentsFew readers
Invoice Reconciliation
Reconcile recommended invoices
What is recommended invoice reconciliation? Here is an example: 🧾 On January 1 you receive a delivery note for 18€ 🧾 On January 8 you receive a delivery note for 15€ 🧾 On January 14 you receive a delivery note for 10€ 🧾 On January 22 you receive a delivery note for 20€ 📄 On January 24 you receive the invoice to pay for the 4 delivery notes, for a total of 63€. (https://storage.crisp.chat/users/helpdesk/website/-/4/8/e/d/48ed827aaf9b5400/857f9292-3e5a-4633-8b55-5Few readersReconciliation FAQ
What is reconciliation and what is it for? Reconciliation creates the link between the invoice and purchase delivery notes. Thanks to this feature, you can make sure you have received all the delivery notes for the purchases you made and that they will later be reflected in the invoice. In addition, if you pay when the invoice arrives, you will be able to verify exactly what you will pay for what was delivered. What is the acceptable difference? It is the difference between theFew readersUndo reconciliation
Click "Reconciled" to view the reconciled documents. Click the "Undo reconciFew readers
Common Problems And Solutions
Report an error in a document
Go to the Documents screen and click a document with an error. Click Request correction of an error in the document. (https://downloads.intercomcdn.com/i/o/943714726/404afee9f0193b4ccfab7d08/Captura+de+Pantalla+2024-01-25+a+las+15.36.49.png?expires=1755015300&signature=c121890daec1b4e8b070846b2c5489d99cdf516e2bba02a593814a18d21d9e36&req=fSQkEch6moNZFb4f3HP0gLYFew readersError "Out of memory" when uploading documents
On some mobile devices, errors may occur when trying to capture photos from the haddock app to upload invoice and delivery note images. If you have this problem, follow these steps: Open your phone camera. Take a photo of the pages of the invoice or delivery note. It will be saved to your gallery. Open haddock. Click the "+" button "Expense" "Search" "Photo library" (it may also be called the image gallery in another way) (https://storage.crFew readers
Upload Invoices And Delivery Notes
Upload documents by email
📍 How to automatically forward documents to haddock 📍 How to send a document to your email address Ask your suppliers to send invoices and digital delivery notes to your new email address so that all documents you receive are sent directly to haddock. ✉️ How to automatically forward documents to haddock Go to the Documents page (from the web version on your computer). Click *Few readersUpload documents with your mobile phone
💡 See how to add haddock to your mobile home screen Open haddock on your mobile phone. Click "documents". Click the camera icon. (https://downloads.intercomcdn.com/i/o/694437509/0733f44f3c088d117381320a/image.png?expires=1755014400&signature=b5ddcdd83f162bd404a4b281cff4d167eb32a799431f880aFew readersUpload rejected documents
Documents that require manual review are in the "Needs review" folder. They show the reason why they could not be processed automatically. (https://downloads.intercomcdn.com/i/o/663948590/6c4ff471a0baba72bb39087d/Screenshot+2023-02-01+at+16.34.37.png?expires=1755014400&signature=c87397ec8716d136788cd68967a7b2d07155d4005732cfdf4a4c2672f67659c4&req=ciYkH812mIhfFb4f3HP0gBzldFew readersHow do I upload documents?
What type of document do you want to upload? 📄 1 PDF file 🗂 Batch of PDF files 📱 Photos with the mobile phone 📤 Send by email ✍🏼 No document, create a manual expense ❗️ Remember thaFew readers
Improvement to the document register export summary
New header with the restaurant name, start date, and end date of the filters used to download the documents. Improved overall display of the columns. (https://downloads.intercomcdn.com/i/o/894902473/82cfe64e65c46eb6c25a0557/Untitled+%281%29.png?expires=1755014400&signature=5eb05e3bebc0f77560ba55935fb1a92f67aafe9996a8c9bb35ec33fa7f0a1f07&req=fCkjH8l8mYZcFb4f3HP0gHfFew readersFile your quarterly VAT return with haddock
📍 What do I need to file in the quarterly return? 📍 How often do I need to file the quarterly return? 📍 What is form 303? 📍 What are the differences between input VAT and output VAT? 📍 What VAT is reported in form 303? 📍 How do I calculate input VAT with haddock? (how-Few readersImproved document search
📍 How to search for a document in haddock 🔎 You can search for a document in two ways: From the search bar: search by items, suppliers, amounts, or document number. From the filters section: There you can chooFew readersHow to validate the VAT summary of your documents
Checking that the VAT on your documents has been digitized correctly is important for your accounting. Follow these steps: Steps to validate a document's VAT Go to the Documents module Open the document you want to review Find the VAT summary: If the document is pending validation, you will see the summary in the first step of the validation process If the document has already been processed, go to the document's "Resumen" tab Check that it matches theFew readersExport FAQ
How do I export a document? Very easy! In Documents, select all the files you want to export, click Export (top right), and select the export option you prefer. Where are all my exports saved? They are automatically saved on your computer in the folder assigned for downloads! What data can I export? You can export the data from any document you have uploaded. When you go to export, you can choose from the following options: Summary and totals: A summaryFew readersUpload documents in bulk
How do I upload documents in bulk? Bulk upload available on desktop and for PDF and image files. Go to "📄Documents" in the side navigation bar. Click "New expense" (top right, as shown in the image). Click the "digitize file/s" option to open the upload screen. Click "Search documents" (https://storage.crisp.chat/users/helpdeskFew readersIssues FAQ
Can I create an issue? When? You can create issues during: Document upload. Reconciliation. Order receipt. You only need to click Add issue and select the reason. How do I change the status and/or severity of an issue? Very easy! You only need to select the issue and, in the popup that appears, you can change the status and severity. What are the issue statuses? There are three statuses: New, In progress, and Resolved. Where can I see resolveFew readersExport your document results in Holded or VAT summary format
Go to the Documents screen. If you want to export specific documents, select them from the list. Click the Export button in the top-right corner of the screen. In the export menu, select the Accounting option. This option lets you export your documents in formats compatible with accounting platforms. Once you select Accounting, a dropdown labeled ERP will appear. From there, choose the format you need: Holded: To export in a format compatible with Holded (Few readersReconcile your documents now with AI
New automatic invoice reconciliation with AI. Forget the manual work: resolve pending reconciliations in seconds and get a clear message telling you whether everything matches ✅ or there is something to review ⚠️, with concrete notes. Index What is it and what is it for? How to use reconciliation (step by step) Messages and statuses Best practices (best-practiFew readersDocuments FAQ
How can I digitize invoices, delivery notes, and tickets? You can upload documents by taking a photo, attaching the file (pdf, jpg...) or sending them by email. Here is the guide where we explain how to do it! I want to add information but I do not have the invoice, how do I do it? If you do not have the document, you can upload it manually by entering the data yourself. You will need the amount (base and VAT), suFew readersHow to use haddock for audits
haddock makes your business audit process easier. You have two main options: Option 1: Export documentation You can export invoices, delivery notes, and receipts with filters by date and supplier, and send them in a couple of clicks. Steps to export Go to the Documents module Apply the filters you need: Dates (select the period you need) Supplier Category Document type (invoice, delivery note, or receipt) Document status Select the documents you wFew readersHow to upload documents directly via email
Log in to haddock and go to the Documents section. Click the "New expense" button and select the "By email" option. A window will open with your unique email address. Click it to copy it, or click "Open email" to open your email client directly. If you prefer to do it manually, open your email client (Gmail, Outlook, etc.) and create a new email. In the "To" field, paste the email address you copied from haddock. (https://storage.crisp.chat/users/helpdesk/websFew readersSend photos of your documents via WhatsApp
Did you know you can digitize your documents without even opening the haddock app? You can now link multiple WhatsApp numbers so sending delivery notes and receipts is as fast as chatting with your team. How to set up WhatsApp sending To start using this feature, you first need to register the phone numbers authorized to send documents that will be digitized in that location. Go to your restaurant's Settings. Under the My integrations section, you will find the Phone nuFew readersAdd 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. Go to the Documents screen. Upload the invoices, delivery notes, or receipts you want to digitize in bulk. (https://downloads.intercomcdn.com/i/o/924483537/6d5e14ab0c25627534e41378/Captura+de+Pantalla+2024-01-04+a+lFew readersA document has not been digitized
All documents that could not be digitized correctly will appear in one of the following tabs: Needs review: The system detected the document, but information is missing (such as the supplier) or there are doubts. Click the document to add or correct the information manually. Rejected: The document is invalid, duplicated, or the quality is insufficient. Hover over the "Rejected" label to see the exact reason. These documents cannot be edited. 👀 Check the followingFew readersNew document view: clearer, faster, and more efficient
📍 What has improved in the new view? 📍 What impact does it have for you? 📍 How...?&x20; Review a rejected document Filter all unpaid digitized invoices from a supplier&x20; Export all documents&x20; 📍What has improved in the new view? 1. Greater traceability You no longer neFew readersDelete documents in bulk
With a single click you can delete as many documents as you want. They will remain in the trash for 90 days before being permanently deleted. Warning: Deleted documents will be moved to the "Eliminados" folder and you can recover them for 90 days. After that time, they will be permanently deleted and you will not be able to recover them. (https://downloads.intercomcdn.Few readers