Knowledge Base

Accounting documents

Receipts, received invoices, bank movements, monthly packages, and accountant collaboration.

Receipts, received documents, and monthly accountant package

Document collection without chaos: phone-browser receipt scan, received invoice upload, bank matching, and monthly ZIP for the accountant.

How to review issued and received invoice lists

An invoice list is useful when you know which question you are asking. An unpaid invoice, a document awaiting review and an undelivered eInvoice are different problems. Start with the company, direction and period.

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eKasa QR and OCR: where receipt details come from

A QR identifier is not the complete receipt. Understand QR recognition, eKasa lookup and OCR, and what you still need to check.

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How to upload and review a receipt from your phone

Upload a receipt photo or PDF to the correct company. Learn how eKasa lookup, OCR and review work before saving the document.

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How to prepare a monthly package for your accountant

Choose a company and month, review the documents and prepare an accountant ZIP. Understand download, sending and recording an external handoff.

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How to match bank statements and partial payments

Import a statement, check the company IBAN and match payments to documents. Includes a worked example of paying one receipt in two instalments.

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Received or issued: how to identify document direction

Document direction depends on the company’s perspective. The same invoice is issued for the supplier and received for the customer. The person who uploaded the file does not by themselves determine its direction.

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