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 - shows 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.
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 WhatsApp submission if you have a single company in Apron.