To begin Jack's work on getting the expense transactions into your accounting platform, the first step is to upload your document (e.g invoice) for extraction.
Select a client you want to work on. Click the 'All Transactions' button on the side bar, then click the 'Upload Document' button.
Click the 'Browse' button to upload the document or you can drop a document directly from your folders.
Note: You can select multiple documents by holding the shift key while selecting the documents
Click the 'Extract' button to extract the data from the uploaded document(s).
Your uploaded document will then be ready to be reviewed or published.
Continue to Step 2 - Review and Publish.