How To Upload Costs & Sales Documents Via Web Version of Akrio

Video Guide

Follow this video tutorial guide to see how you can Upload Costs & Sales Documents Via Web Version of Akrio.



To Upload a Costs or Sales Document:

  1. In the web panel, click the “Add Documents” button at the top right of the web app page.



  1. Select the “Costs or Sales” tab in the document upload panel on the right side of the screen.



  1. Select the appropriate owner from the list. If there’s no specific owner, choose “None.”

    Note: The owner can be changed later from the Item Details page.



  1. You can upload your document(s) using the drag-and-drop feature or by selecting the file(s) from your computer.



  1. Press the submit button once your uploaded document(s) is successfully uploaded.

     


Note: Your document will move to ‘In Processing’ for extraction. Once the extraction is complete, it will appear in your inbox for further use.