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

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

The type of documents you can upload are:

  • PDFs

  • DOC/DOCx

  • Images

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

How to upload your documents via email:

Cliccking on “Documents collection”, you will find a dedicated email address that we have created for you to collect your documents 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 gray banner “Documents collection”. The red circle with a number in it will show you the amount of documents to review.

How to upload your documents manually:

If you want to upload your document manually, click on the button "Upload" top-right, in the "Documents" section.

<a href=https://downloads.intercomcdn.com/i/o/451447878/b16207014de9105ba7c52f10/image.png"/>

A window will open, here you can choose the type of document you want to upload directly from your laptop.

<a href=https://downloads.intercomcdn.com/i/o/451448549/6d6d0b0bb33cc48761ad78a0/image.png"/>

In this pop-up window, you can check again the file you have uploaded and decide if you want to add more files or confirm the choice by clicking on the blue button "Upload". Make sure, that the “Send to recognition” toggle is gray.

If you want to upload your documents in XML files format, you can do it by clicking on the button "New document" top left and choosing XML files. If you need more info about it, you can read the dedicated article.

How to review the document

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

Click on the document you want to review.

<a href=https://downloads.intercomcdn.com/i/o/451449264/6e6a4311168d78cf724d1cc0/image.png"/>

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

<a href=https://downloads.intercomcdn.com/i/o/451449574/718a889e89720567990dd76f/image.png"/>

You can choose the type of document. In case 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, and a description.

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

<a href=https://downloads.intercomcdn.com/i/o/451450001/47228bc0a81f54413fc83c88/image.png"/>

Great! Your document has been successfully added! 🎉

Now, what you can do, in case of an invoice, is pay the invoice using the "Pay now" feature button. Or use the "Add payment" feature to attach the document to any other transaction.

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

<a href=https://downloads.intercomcdn.com/i/o/451450391/cc435a72699b4f2bcd8b75bc/image.png"/>

All the uploaded documents can be found on the dashboard.

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

Did this answer your question?