How to collect documents using Finom

Thanks to our collection feature you can upload your documents to FINOM including invoices, receipts sent from different providers, or those received by you from your clients or suppliers.

You can upload your documents manually, or you can choose to receive them directly within FINOM, by simply using a dedicated email address we've created for you.

The type of documents you can upload are:

Please note: the maximum size of the file should be 10 MB

First, open the section "Invoices" on your dashboard.

You will find a dedicated email address that we have created for you in order to collect your document easily.

To start collecting your documents, you, or your suppliers, will have to add this dedicated email address either in cc, or as the recipient of the email directly from your inbox. You then send it as a regular email.

Once the email has been sent, there will be a pop-up message from the app advising you that there are some documents to review. To start reviewing the documents, click on the “Document collection” section as shown below.

If you want to upload your document manually, there are several ways to do it:
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From the “GO” button by clicking on the “Upload document” button

From the “Invoices” section by clicking on the button "Upload document"
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From the “Invoices” section by clicking on “Documents collection”
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The page will open. On this page, click on the box "Upload files"

A window will then open, so you can choose the file you want to upload directly from your device.

Whether you uploaded the document manually or via email, you will be redirected to the below page, where you can check the list of uploaded documents.

All the documents you uploaded are going through OCR (Optical character recognition). The recognized documents can be found in “Document collection” section.

You can disable the recognition from the “Document collection” section by clicking on settings sign.

If some data in the document were not recognized, you will see “To review” status assigned to the document. You can either choose to repeat the recognition or to review the document manually.

Click on the document you want to review.

You will then be redirected to the review page. Here you can edit all the details of your document if needed.

You can also choose the type of document.

If the document is an invoice, you can choose between Incoming or Outgoing invoices. You can then add the number, issue/due date, specify the client, the amount, or add a description.

Once all the details are filled in, click on the red button "Confirm details" towards the top-right of the screen.

If this is an invoice you have received, you can choose to pay it immediately using the "Pay now" feature button displayed below. You can also use the "Link payment" feature to attach the document to any other transaction.

The document can be downloaded. If you want it to be deleted or edited, click on the button with the three dots.

All the uploaded documents can be found on your dashboard.