As a User I upload a document. Any user of the Company can upload invoices on the Company’s account.
There are two ways to upload a document in Purebills. One is to send the document I want to upload via email, by attaching the file in a new email message and send it from the email address of the user I am logged in to the unique email address of the Company. The other one is to upload the document directly from the site. While on the dashboard I click the “Add Spend” button which is on the top right of the page and a new page with some blank fields opens. I upload the document either by dragging and dropping the file from the folder it is in to the left empty box on the left of the screen or by clicking “or, select files”, choosing the document I want to upload from the right folder and click “Open”.
When the document is uploaded I check whether all the fields on the right side of the screen that were previously empty are completed correctly. If all the fields are correct I click the “Save and close” button on the bottom of the page.
In case where one or some of the fields are not completed correctly I click the “OCR” button under the box where the document is shown or I change the specific field/s manually. Then I click the “Save and close” button on the bottom of the page.