Documents
Uploading, file types, how documents are read, and what each status means.
11 articles
Uploading
Organising
- Purchases, Sales, Bank, and Petty CashAutoBooks files each document under a tab. You can move a file if it landed in the wrong one.
- Folder views, preview, and downloadsGroup files by month or by ledger, preview images and PDFs, and download one file or a ZIP.
- What each document status meansQueued, Processing, Needs mapping, Extracted, Reviewed, Failed, and Deleted.
- Delete a documentAccountants can delete a document. The client still sees that it was deleted, so nothing vanishes without a trace.
Reading
- How AutoBooks reads documentsDigital bank PDFs are read as tables, photos and other PDFs are read by an AI service, and spreadsheets are parsed as tables.
- Spreadsheet imports and column mappingMap the columns of a new spreadsheet layout once. Later files with the same headers map themselves.
- Bank and mobile-money statementsEvery movement on a statement becomes its own row with a limited set of voucher types.
- Z-Reports, receipts, and petty cashZ-Reports are treated as sales receipts. Petty-cash vouchers default to Cash and Payment.
- Why a file failedUsually the file had no printed totals or could not be read clearly. Check the reason and upload a clearer copy.