If you want to know how to collect documents via the app, please check this article:
Thanks to our collection feature you can now 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
How to upload your documents via email
First, open the section documents on your dashboard.
Under "Documents collection", 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 advising you that there are some documents to review.
To start reviewing the documents, click on the grey alert as shown below.
How to upload your documents manually:
If you want to upload your document manually, you simply need to click on the button "Upload" located in the top-right, of the "Documents" section.
On this page, click on the box "Upload files" on the left.
A window will then open, and here you can choose the type of document you want to upload directly from your device.
In this pop-up window, you can check once again the file you have uploaded, and you also have the option to choose if you want to add more files, or to confirm your choice by clicking on the blue button "Upload".
How to review the document
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.
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 "Save" towards the top-right of the screen.
Great! Your document has been successfully added! 🎉
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 "Add payment" feature to attach the document to any other transaction.
The document can be downloaded, deleted or edited, by clicking on the button with the three dots.
All the uploaded documents can be found on your dashboard.