In Documents, select the correct company and upload a legible receipt photo or PDF. OnlineOffice attempts eKasa lookup or OCR; compare the extracted details with the original before confirming. Correct unreadable or missing details manually.

Received documents are separated from issued invoices in the workspace. The user can upload them, review them, mark them ready or return them for review, and later include them in the monthly accountant package.

It is better to mark a missing receipt immediately so it does not disappear into memory or email. OnlineOffice creates a visible monthly item that the user or accountant can later complete, resolve, or link to a bank payment.

The monthly package combines issued invoices, received documents, receipts, missing-document records, bank evidence, and a checklist CSV. The goal is not to do accounting instead of the accountant, but to hand over a clear ZIP and show what is ready or still needs review.

Standard and higher plans support bank imports including complete booked camt.053 XML statements. XML requires the company's matching IBAN. Confirm suggestions or use manual matching for partial and split payments. Booking and document dates may differ; residual cents are not automatically written off.

An accountant or user with access to multiple companies sees a monthly client overview: document counts, ready and review items, bank evidence, missing receipts, unmatched received documents, and handoff status.