Edit individual document
You can update the details of an uploaded document until you publish or pay for it:
Go to the Purchases or Sales section of the Bookkeeping tab.
In the Inbox or Archive section, select the document you want to update.
You'll be directed to the document details page. On the right side of the screen, you can update the necessary details.
All changes are automatically saved.
Note: If you notice that a bill contains incorrect details but you have already published it to Xero or QuickBooks, you will need to make changes directly in your accounting software.
You can also review and edit the document from the Bill pay section; however, not all editing options are available there. To access all editing features, use the Bookkeeping section. Any changes will update in both the Bill pay and Bookkeeping tabs.
Edit multiple documents in a batch
Go to the Purchases or Sales section of the Bookkeeping tab.
In the Inbox section, select all of the documents you want to update by choosing the multi-selection boxes on their left-hand side.
Click edit at the bottom of the screen and input the details which will be applied to all selected documents.
To split a document
Go to the Bookkeeping - Purchases or Sales - Inbox section and click on the three dots next to the selected document. Choose Split to split a document with multiple pages into several individual documents.
To merge documents
Go to the Bookkeeping - Purchases or Sales - Inbox section, choose the documents you want to merge by clicking on the multi-selection boxes on their left-hand side, then click on the three dots at the bottom of the screen and choose Merge. We will archive the selected documents and upload a new merged one.
See how to delete or archive a document in our article: Delete documents.