Receive invoices and receipts

Documents are your supporting records: supplier invoices, receipts, credit notes. ark.flow Compta reads them, picks out the supplier, amount, date and invoice number, then looks for the entry they support.

Add documents

By upload. Open Documents, click Upload documents and drop one or more PDF or image files (JPG, PNG, WebP).

By photo. On your phone, tap Scan and take a picture of the receipt. Allow camera access if your browser asks.

By email. ark.flow can check a mailbox automatically. It is set up under Settings, Synchronization, in the Email group: server, how often to check and, if you like, a list of authorised senders. Attachments from incoming emails land in Documents. Depending on your access rights, your instance’s administrator handles this setup.

Tag incoming emails

You can state the document type, the department or a project in the recipient address (using a +) or in the email subject. The accepted tags and examples are under Settings, Synchronization, in the Inbound email tagging section.

After a document is added

• The document shows OCR in progress while it is being read.
• The OCR confidence tells you whether the extracted data is reliable, probable or uncertain. Check the last two cases.
• A file that is already there is recognised as a Duplicate and is not added twice.
• ark.flow then looks for the matching entry: see Link a document to an entry.