How to Upload My Invoices to Companio Monthly?
Uploading your sales and purchase invoices and keeping the monthly accounting up to date is very easy if you do it with Companio!
These are the steps to follow:
Whether you want to upload your sales or purchase invoices, go to the left section and choose the respective tab.
To upload sales invoices, select “upload” and drag and drop your files. You can select whether you want to upload them for the current or previous month.
For purchase invoices, click on the "Upload invoice" button or drag and drop your files directly from your computer.. Like with sales invoices, you can choose whether to upload them for the current or previous month and mark them as out-of-pocket expenses.
Remember, accounting is done monthly in Estonia. That means we need access to all your invoices and bank movements for the previous month before the 5th of the following month. So if it's March, we need you to upload all your sale and purchase invoices before April 5th.
Watch the video below if you want to learn more about how to upload invoices to Companio. 👇🏻
These are the steps to follow:
Whether you want to upload your sales or purchase invoices, go to the left section and choose the respective tab.
To upload sales invoices, select “upload” and drag and drop your files. You can select whether you want to upload them for the current or previous month.
For purchase invoices, click on the "Upload invoice" button or drag and drop your files directly from your computer.. Like with sales invoices, you can choose whether to upload them for the current or previous month and mark them as out-of-pocket expenses.
Remember, accounting is done monthly in Estonia. That means we need access to all your invoices and bank movements for the previous month before the 5th of the following month. So if it's March, we need you to upload all your sale and purchase invoices before April 5th.
Watch the video below if you want to learn more about how to upload invoices to Companio. 👇🏻
Updated on: 06/10/2023
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