Import documents

Import receipts or bills by uploading your source documents. You can add individual files or a ZIP archive containing several documents.

1. Open the receipt or bill upload page and add your files.
2. Submit the upload and check the status of each uploaded file.
3. Open All imports to review the individual documents and their processing results.

Upload acceptance does not mean recognition is complete. Check each document's status in import review. Each resulting document retains its own source attachment.

Supported formats

You can upload PDF, JPEG, PNG, GIF, BMP, WebP, Word, Excel, PowerPoint, OpenDocument text, plain text and CSV files, subject to your organization's permitted file types. Recognition remains subject to the usual document-processing support.

ZIP archives let you upload several documents together. Each supported document inside the archive, including documents in folders, becomes a separate import using the document type and approval settings selected for the upload. An archive counts as one file on the upload results page; its contents appear individually in import review. The original ZIP is not retained as an attachment.

Upload limits

The default limits are:

• 10 MiB per uploaded file and per document inside an archive.
• 50 MiB per upload request, including multipart overhead.
• For ZIP uploads, 100 archive entries and 50 MiB of expanded content per request. Administrators can configure these two limits.

Use a standard, unencrypted ZIP containing supported documents. Empty, damaged or unsupported archives are rejected before any documents in the request are saved. If an archive is rejected, check its contents or upload the documents individually.

Processing results

Review the status of each document in All imports. For a ZIP upload, documents are processed independently, so some may finish before others. Individual processing failures can be retried from import review without uploading the source files again.