Manage images

Manage purchase invoice

By uploading your purchase invoices as source document images in Bookkeeping & Invoicing, your work becomes more efficient.

The invoice details will be automatically imported in real time, allowing you to pay and post the invoice with just a few clicks. Read more about automatic accounting assistance in Automatic accounting assistance for purchase invoice.

All you need to do is verify and fill in any missing information and link the image to your invoice. If the invoice relates to a supplier you have previously used, Bookkeeping & Invoicing will remember what ledger accounts to select.

Select Purchasing - Source document images.
Select the image you want to link and ensure that the image type is Purchase invoice.

If the source document image has been transferred from one of the apps the image type, i.e. receipt or purchase invoice, may be pre-selected. To edit the type, select the pen on the source document image row.

Select Manage.
Add any information that the automatic accounting assistant was not able to enter for you.
Select Post to ledger.

Once the image is linked, you can view the source document image by going to the purchase invoice under Purchasing - Purchase invoices, or find it under Purchasing - Source document images, Purchase invoices tab and select the checkbox View linked images.

Tip! If you want to automate your work even further in Bookkeeping & Invoicing, you can choose to receive your invoices electronically straight from your supplier. Read more in the topic Receive e-invoices.

Manage receipt

By uploading your receipts as source document images in Bookkeeping & Invoicing, your work becomes more efficient. On the receipt you enter whether you have paid with cash from your cash account or with a payment card connected to one of the bank accounts you have registered. The source document image is interpreted during the loading process and retrieves information such as amounts and VAT. All you need to do is verify that the information is correct and post the transaction to the ledger.

Select Purchasing - Source document images.
Select the image you want to link and ensure that the image type is Receipt.

If the source document image has been transferred from one of the apps the image type, i.e. receipt or purchase invoice, may be pre-selected. To edit the type, select the pen on the source document image row.

Select Manage.
Choose bank account, outlay type, journal entry series and if you want to link the receipt to a specific supplier.
Select Post to ledger.

Manage other documents

By uploading other documents, such as reports, as source document images in Bookkeeping & Invoicing, your work in the program becomes more efficient.

Select Purchasing - Source document images.
Select the image you want to link and ensure that the image type is Document.

If the source document image has been transferred from one of the apps the image type, e.g. receipt, may be pre-selected. To edit the type and collect your documents under the Other documents tab, select the pen on the source document image row.

Select Manage.
Select the accounting template you want to use or enter a description for the journal entry.
Select the accounts you want to post the transaction against.
Enter the amounts.

If you have used an accounting template, the accounts will be pre-selected.

Select Post to ledger.

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