Add receipts, statements and contracts

Steps

1. 1

   Step 1: Open Documents in the sidebar and press Upload, or drag files onto any page.

2. 2

   Step 2: Or forward receipts by email to the address shown under Forward receipts to. It looks like yourcompany@in.accountable.im.

3. 3

   Step 3: Accountable reads each file and links it to the transaction, bill or month it proves.

4. 4

   Step 4: Use the tabs All, Bank statements, Receipts, Contracts, Tax and Board, and the Unlinked filter, to find what still needs a match.

Good to know

• Images, PDF, CSV, Excel, Word and text files up to 25 MB each.
• Emails from your team are filed within a minute. Bills go to a separate address ending in .bills@in.accountable.im.

Related articles

• Import a bank or card statement file
• Add and approve the bills you owe