Upload many purchase invoices at once

Upload many PDFs

1. Open Finances › Purchase invoices in the menu.
2. Click Add new and choose Bulk upload.
3. Choose a Category. Every PDF of this upload gets it.
4. Drop the PDFs in the box, or click Add file. Only PDFs are accepted.

Skileo reads each PDF and saves it as a draft purchase invoice, with the number, the date, the supplier and the lines it read. When the supplier is not in your contacts yet, Skileo adds it. If a PDF can’t be read, the draft only holds the file.

When every file is done, Skileo says so. Click Clear the list to empty the list of files.

Check and save the drafts

Drafts are not counted in your finances. To complete them:

1. In Purchase invoices, click Show filters and turn on Drafts only.
2. Click the actions button (⋮) of a draft and choose Edit.
3. Check what Skileo read and fill in what is missing, such as the payment method.
4. Click Save changes. The purchase invoice is no longer a draft.

Import from a CSV file

Use this to bring in purchase invoices from another tool. The import doesn’t bring PDFs.

1. In Purchase invoices, click Add new and choose Import.
2. Under Select document type, choose Purchase invoice.
3. Choose your CSV file, match its columns to the fields, click Next, then Import.

The file needs the same columns as an income import. See Add an income that is not a sales invoice.

Attach a missing PDF

A purchase invoice without the supplier’s PDF has a red mark and the words Supplier's PDF missing. To find them all, turn on the Only without attachments filter.

1. Click the upload button on the line.
2. Drop the PDF in the box, or click Add file. One PDF, up to 5 MB.
3. Click Done.

The PDF is kept with the purchase invoice. Nothing else changes: Skileo doesn’t fill in the fields from this PDF.

Common questions