Apron offers multiple methods for uploading documents:
Directly in Apron: This option is accessible to everyone with Bookkeeping access. Simply navigate to the 'Bookkeeping' tab and access the Purchases section (when uploading a purchase document) or the Sales section (when uploading a sales document). Click on 'Upload documents' in the top-right corner of the screen and drag and drop a document or select it from your files.
Sending to a Company or Member's direct email address: This option is accessible to everyone. Each company and company member has a unique email address for document submissions. You can find them in the Settings tab - Direct emails.
a. Personal direct emails - show the email addresses your company and practice members can use to upload the files.
b. Purchase direct email - shows the direct email that can be used to upload purchase documents, either by your Company or Practice members, as well as suppliers.
c. Sales direct email - shows the direct email that can be used to upload sales invoices directly to Apron.
Using the Mobile Apron App: This option is accessible to everyone. Download the Apron app on your iOS or Android device, log in, and upload documents, which will then appear in your desktop portal.
To find more information, check out our article: Using the Apron mobile app.
Uploading via WhatsApp: You can find detailed instructions on how to upload documents via WhatsApp in this article. Keep in mind that you can only use the WhatsApp submission if you have a single company in Apron.
Note: All documents uploaded through the Mobile App or WhatsApp will appear under the Inbox – Purchases section in Apron.
If needed, you can move a document to a different section manually. Just click the three dots next to it and choose either ‘Move to Sales’ or ‘Move to Purchases’.