Email receipts, statements, business documents, or anything you need to record in your account right to your Shoebox tab in the app!
Using your email address associated with your AND.CO account email documents to > [email protected] and have them magically appear in your Shoebox tab ready for you! 🎩 🐰
Once you have emailed your documents simply log in via the web-app > select the Shoebox tab from the left-hand menu bar and you will see your document appear.
Select the menu icon (3 little dots to the right of the document) to make any actions.
You can select to
- Create Expense
- Create Income
- Attach to Expense
- Attach to Project
- Rename File/Add Label
- Delete file.
Select from the quick icons to
- Rename file/ Add Label
You can also select from the options tab when viewing the file in view mode
- Drag and Drop files into your shoebox tab
- Selecting delete will delete the document/file completely from your Shoebox tab
- Upload documents via the Shoebox tab by selecting Shoebox > New File
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌