Manual Upload

1. Open Documents and select or drop the files or ZIP.
2. Review the prepared files and any skipped-file reasons.
3. Select Confirm upload and follow the progress.
4. Wait for document processing, then review extracted data where needed.
5. Attach the documents to an existing entry or use them to create a manual entry.

Supported receipts are PDFs and PNG, JPEG, WebP, GIF, HEIC or HEIF images. Each document can be up to 8 MB. A selection can contain up to 200 documents totalling 200 MB. A ZIP can be up to 2 GB and hold up to 10,000 entries, so a whole receipts folder can go in as it is: anything unsupported inside it is reported as skipped rather than blocking the upload, and the 200 document / 200 MB selection limit still applies to what comes out. Nested ZIPs are not expanded. These limits differ from grant-context uploads.

Upload bank statement exports through Statements. A ZIP uploaded in Documents only adds files to the evidence library; it does not create a bank import batch.

If an upload stops or only some files succeed, check Documents before retrying: completed files may already be saved. Upload completion and AI processing completion are separate stages.