Upload purchase documents using AI Capture

Upload invoice from file

1. From Purchases, choose Purchase Invoices
2. From the New invoice drop-down, select Upload file.
3. Choose Select files from your device.
4. Select the files to upload (maximum 25) and then Upload Invoices.
5. Once uploaded, we open the Drafts to approve the page.
6. The uploaded files should have a status of To review.

If the status is still Processing, refresh the page to update the status.

Upload Invoices via email

1. From Purchases, choose Purchase Invoices.
2. From the New invoice drop-down, select Upload file.
3. Select Copy email address to copy the email address shown to your device's clipboard.
4. Forward the email with the attached invoice or receipt to the copied email address.
5. Once you've finished forwarding the email, go to Purchases then Drafts to approve.
6. Uploaded files should have a status of To review.

If the status is still Processing, refresh the page to update it.

Learn how AI Capture works, what you can upload, and usage limits in our Purchase Automation (AI Capture) guide.

• Review and approve draft transactions