Upload a bill or receipt

Q: Upload a bill or receipt

To get a supplier bill or a receipt into your books: Go to Ledger › Expenses and click Add Invoice (it covers both bills and receipts). On the Upload tab, choose whether it's unpaid, paid from a business account, or paid personally. Drop in a PDF or image (or paste a screenshot) and Talisk reads the

To get a supplier bill or a receipt into your books:

Go to Ledger › Expenses and click Add Invoice (it covers both bills and receipts).
On the Upload tab, choose whether it's unpaid, paid from a business account, or paid personally.
Drop in a PDF or image (or paste a screenshot) and Talisk reads the vendor, amount, and tax.

The document lands in Pending as a draft for you to check. Open it, confirm the details, and Approve it: approving is what posts the expense (a bill into Accounts Payable, a receipt straight to the expense). Extraction alone never posts.

If the scan couldn't find a date, Talisk fills in today's and flags it: set the real date before approving.

Good to know: The button that opens the uploader is labelled Add Invoice (it handles both bills and receipts), and an upload lands as a draft in Pending: approving it is what posts to your books. If no date is found on the document, Talisk uses today, so check the date afterward.

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