First-day path

If you are brand new, use this order:

1. Read Setup to connect and turn on document processing.
2. Read Creating document types to set up the kinds of documents you want to import.
3. Read Field mapping to understand where extracted values should go.
4. Read Processing documents to learn the day-to-day queue workflow.
5. Read Review and approval to learn how to fix and approve documents.

Then continue with the topics that match your work:

• Expense receipts if you handle receipts and reimbursements
• Matching invoices if you compare invoices against orders and receipts
• Shared files if you want documents to arrive automatically
• Automation if you want queue processing to run on a schedule
• Troubleshooting if documents fail or need repeated correction

Supported upload file types

Manual upload currently accepts these file types:

• PDF
• TIFF and TIF
• PNG
• JPG and JPEG
• BMP
• HEIF

Early reminders

• Expense receipts use a different review flow and create journal lines after approval.
• Shared-folder intake can move files between folders such as Download, In Review, and Archive.
• Setup alone does not make upload possible. At least one analyzer must be active before users can upload documents.

Read next

• Return to Getting started for the section overview.