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Articles on:Document management
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  • Create purchase incidents
    You can add or create incidents of your purchases during the document upload or when the document is already scanned. Create incidents when uploading documents Upload a document. Do you have any doubts? We tell you how in this article Select the reason for the incident Write the description (Optional) [![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/e/2/cfe20113da3e3800/44342Some readers
  • Reconciling invoices manually
    What is invoice reconciliation? Reconciliation of invoices and delivery notes is especially important to ensure that the products received from suppliers correspond to what has been invoiced. Correct reconciliation helps to avoid discrepancies, errors or possible fraud in transactions. We tell you about it with an example: 🧾 On 1 January you receive a delivery note for €18.72. 🧾 On January 8th you receive a delivery note for 15,60€. 🧾 On January 14th you receive a ****deSome readers
  • Where do uploaded documents go?
    ⏳In Review Uploaded documents being digitised. 💙 Scanned After the scanning time has elapsed, the successfully scanned invoices, delivery notes and tickets go to the marked section of the main document screen. [![](https://storage.crisp.chaSome readers
  • Automatically upload documents by e-mail
    Go to the "📄Documents" page. Click on "New expense" (documents screen). Click on "By email". This screen will open. [![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/7/9/dc795cecf483f800/8729aef7-0266-4d2b-Some readers
  • How to upload documents?
    What type of document do you want to upload? 📄 1 PDF file 🗂 Batch of PDF files 📱 Mobile phone photos 📤 Send by email ✍🏼 No document, create a manual expense. You can digitise invoices, delivery notes and tickets. IfSome readers
  • Reconcile recommended invoices
    What is recommended invoice reconciliation? Let us tell you about it with an example: 🧾 On 1 January you receive a delivery note for 18€. ​ 🧾 On January 8th you receive a delivery note for 15€. ​ 🧾 On January 14th you will receive a delivery note for 10€. ​ 🧾 On 22nd January you receive a £20 delivery note ​ 📄 On 24 January you receive the invoice for the 4 delivery notes for a total of €63. [![](https://storage.crisp.chat/users/helpdSome readers
  • Exporting documents
    Go to the "📄 Documents" tab. Customise the export, applying filters on the documents. Select the documents: Click on "Select all" once the filters have been applied, to select all the results. Click on theSome readers
  • Upload documents in batches
    Batch upload available on computer and for files in PDF format. Go to "📄Documents" in the side navigation bar. Click on "New expense" (top right, as indicated in the image). Click on the "Upload file(s)" optionSome readers
  • How to send documents by e-mail
    Open your email (such as Gmail, Outlook, etc.). Create a new email. 💡 Don't know where to find the address? Check this article. ASome readers
  • Edit a product description in the document
    If you are on the product page, go to step 1. If you are on the document page, go to step 4. Click on the product you want to edit. Go to the "purchase history" section. Click on the symbol on the right of the line to go to the document. [](https://storage.crisp.chat/users/helpdesk/website/-/4/a/e/4/4ae489feb3b22800/d286d673-568f-4b07-ae3e-4e8d67_9Few readers
  • Report an error in a document
    From the document with error screen: Go to the "details" of the document. Click on "Report error". [](https://Few readers
  • Upload rejected documents
    Incomplete documents are in the "No confirmation" folder. They indicate the reason why they could not be read. Check and verify that the information in the document is correct: Complete the basic information: [![](https://storage.crisp.cFew readers
  • Upload documents with your mobile phone
    💡 See how to have haddock on your mobile home screen Open haddock on your mobile. Click on "documents". Click on the camera symbol. Take the picture of thFew readers
  • Expenses mass delete 🗑️
    With a simple click you can delete all the documents you want. They will remain in the recycle bin for 90 days until they are permanently deleted. Disclaimer: Only documents that have already been digitised can be deleted.Few readers
  • Out of memory" error when uploading documents
    On some mobile devices, errors may occur when trying to capture photos from the haddock application to upload invoice and delivery note images. If you have this problem, follow these steps: Open your mobile camera. Take a photo of the invoice or delivery note pages. This will be saved to your gallery. Open haddock. Click on the "+" button > "Expenses" > "Search" > "Photo library" (you can also refer to the image gallery in some otherFew readers
  • Undo reconciliation
    Click on "Reconciled" to consult the reconciled documents. Click on "⋮" of the reconciliation. [](https://storage.crisFew readers
  • A document has not been scanned
    Documents that cannot be scanned automatically are placed in the folder "Missing Confirmation" or "Rejected". This may be due to various errors, such as: 🔮 "Missing information" ✌🏼 "Duplicate" 😵‍💫 "Bad quality" ⚠️ "Pending Revision" 🖇 "More than one document" 📄 "Missing pages" 📝 "Format" ✍🏼 "Handwritten text" 🔮 “Missing informatiFew readers

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