The collection feature is also available on your mobile app. To start collecting your documents also in the app you will find the yellow banner with the 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.

All the incoming documents can be found in the “Documents” section of your app. If you’ll have unreviewed documents, you’ll see the number of the documents you need to review. Click on the “unreviewed documents” banner to check the documents.

The list of the unreviewed documents will open. 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. Click save once the data are filled.

The collection of documents can be also done manually. To upload a document manually, you will need to attach the document directly to a transaction.

This is a very useful feature if, for example, you bought something in a shop, and you want to store the receipt right away.

From your main dashboard, click on the transaction for which you want to upload the document. Then click on the blue button, “Attach document”.

Select from the list the type of document you want to attach.

Now choose how you want to upload the document.

  1. You can choose to take a photo of the documents (make sure to give the access to your camera to the FINOM app)

  2. Add from the library

  3. Choose from the files you have on your phone

Once the document is selected, you will need to review it. To review the document, click on the gray box with the documents you’ll find in the attachments section.

You will then be redirected to the review page. Here you can edit all the details of your document if needed. Click save once the data are filled.

The documents you have reviewed will be then added to your FINOM dashboard. 🎉

The document can be downloaded, deleted or edited, by clicking on the button with the three dots.

If this is an invoice you have received, you can decide 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.

This feature is very useful to upload a single document. If however, you have more than one document you want to upload at one time, you can use our recognition feature to do this more easily. Click here to discover how it works!

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