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 foSome 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&signaturSome 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 diSome 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 calculationSome 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-expoSome 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 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-4633-8b55-5Some readersReconciliation FAQ
What is reconciliation and what is it for? Reconciliation links invoices with delivery notes. You can confirm that deliveries are complete before you pay and trace what each invoice covers. What is the acceptable difference? It is the allowed gap between the sum of delivery notes and the invoice total. Change it in User settings Preferences Documents. haddock uses it when suggesting matches. How do I reconcile delivery notes and invoices? Recommended reconciliaSome 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=fSQkEch6moNZFb4f3HP0gLYSome 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=b5ddcdd83f162bd404a4b281cff4d167eb32a799431f880a2e23296e02661cabFew 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 that you can digitize invoices, delivery notes, and tickets. If a document does not have this format, itFew readersComplete rejected documents
Rejected documents could not be processed automatically. They stay in the Rejected status until you fix the file, complete missing data, or remove them. Needs review documents are different: haddock digitized them but needs you to confirm or complete fields. See A document has not been digitized and Why a document has been sent for review. When a document is rejected Open the docuFew readers
Send photos of your documents via WhatsApp
You can digitize documents by sending them to haddock on WhatsApp without opening the full upload flow. Register the phone numbers that are allowed to send files for each restaurant. Register authorized numbers Open User settings and select the restaurant. Go to My integrations. Open Phone numbers and add each authorized mobile number. Users with manage ingestion phone numbers permission can add or remove numbers. Others can still send from numbers already registerPopularDelete documents in bulk
You can delete many documents at once. Deleted documents stay recoverable for 90 days, then haddock removes them permanently. Use the Deleted status filter or queue in Documents to see removed documents. Recover them from the row menu while they are still within the retention period. Deleting documents sent to Holded If Holded is connected and a document was already sent there, haddock may show Also delete linked documents from Holded when you delete. The option appearsPopularFile 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-Some 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 theSome 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 document (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/helpdesk/Some readersReconcile your documents now with AI
Automatic invoice reconciliation with AI AI reconciliation matches invoices with their delivery notes and returns a clear result: everything matches, there is a discrepancy to review, or documents are missing. What is it for? haddock compares quantities, amounts, and references between invoices and delivery notes. After the analysis you can accept the suggestion, adjust the match manually, or follow up with the supplier. Who can use it You need: Reconciliation accessSome readersImprovement 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 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 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 readersIssues FAQ
Can I create an issue? When? You can create incidents while you upload documents, during reconciliation, from an already digitized document, or while you review a purchase order. Choose Add incident and select the reason. You cannot create a standalone incident from the Issues list without linking it to one of those flows. How do I change the status and/or severity of an issue? Open the incident from Issues. In the detail view you can change status and priority (sevFew 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 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),Few 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 readersA document has not been digitized
Documents that haddock cannot finish processing appear under Needs review or Rejected. Needs review — the file was read, but data is missing or uncertain. Open the document to complete or correct it. Rejected — the file is invalid, duplicated, or not good enough to process. Hover Rejected to see the reason. Most rejected documents cannot be edited like a processed document. See Why a document has been sent for review (more-documents/why-a-document-has-been-sent-for-rFew 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 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 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 readersPurchase order incidents
Purchase order incidents track problems found while you review a shared order before or after delivery. Create an incident during order review Open the Shared order you are reviewing. Mark products that arrived incorrectly. Add the incident from the same review screen with a reason such as Not received, Incorrect quantity, Faulty goods, or Other. Save. haddock creates the incident and lists it under Issues. For upload and document flows, see Create purcFew readersComplete documents sent for validation or retrieval
Some documents open special completion flows instead of the standard document profile. Validation flow When haddock needs you to confirm OCR totals or line items, open the document from Needs review and choose Review, or follow the link to /documents/validation/:id. In validation you step through: Document header fields and VAT breakdown. Line details and linked products. Save each step until the document moves to Processed or returns to Needs review if data is stilFew readers