Invoices to review: upload in bulk or forward them by email
Send invoices to Keyio without choosing a property first; Keyio proposes where each one belongs and you confirm it.
Where it is and who sees it
Finance › Invoice inbox, in the top menu. It is on every plan that includes expenses.
Getting invoices in
"Upload invoices" takes several PDFs or photos at once (up to 15 MB each).
The invoice inbox also has an email address of your own ("Get my address"): forward to it the emails that carry an invoice and each PDF or photo attached appears in the list. Only emails sent from your account's address, or from the addresses you allow (your adviser, a site manager), are accepted; when one from another address is refused, Keyio tells you and lets you allow it.
An email with no attachment — an invoice sent as a link, for instance — is listed with a note so that you can download the invoice and upload it yourself.
Filing each invoice
For each invoice Keyio proposes a property and says why: the address of the works printed on the invoice, the property that supplier's invoices went to before, or simply your only open property. You can always choose another.
"Review and save" opens the usual expense form on that property, with the invoice attached and read. Check it and save: the expense is created and the invoice leaves the list. Nothing is recorded as an expense until you do.
"Discard" removes an invoice from the list, and its file, without creating anything.
While invoices are waiting, the notifications show "N invoices to review".