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Uploading Files
Product Release Notes
Q3 2024
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About bluesheets
Login & Account
Workspaces
Organizations
Billing, subscriptions, payments
Account errors
Uploading Files
Upload Methods
Common Questions
Integration Guides
Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Workflows
Creating Rules
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
For Accountants
Setting up your firm on Bluesheets
Back to home
Help Centre
Uploading Files
Product Release Notes
Q3 2024
Get Started
About bluesheets
Login & Account
Workspaces
Organizations
Billing, subscriptions, payments
Account errors
Uploading Files
Upload Methods
Common Questions
Integration Guides
Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Workflows
Creating Rules
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
For Accountants
Setting up your firm on Bluesheets
Uploading Files
Upload Methods
Import by Direct Upload
Import by Google Drive/Google Folder
Import by API Integrations (Direct Connections)
Import by WhatsApp
Import by Email Forwarding
Forwarding Emails using Outlook
Processing Strategy for Forwarding Emails
How to create a Tag?
What is a Tag?
See more
Common Questions
How do I upload documents to bluesheets?
What type of documents can bluesheets process?
What type of document format does bluesheets accept?
Can I do a bulk scan of my invoices and upload 1 single file?
What if I upload the same file twice?
Can I upload multiple receipts in 1 page?
My supplier sends me invoices via Gmail. How can I get them automatically forwarded to Bluesheets?
Can I email documents to bluesheets?
If we have more than one outlet, but suppliers send invoices for both, how do we assign the invoice to the right outlet?
See more
Integration Guides
[REVEL] How can I set up Revel's date format for reports to correctly process in bluesheets?
How can I set up Revel's auto-delivery of reports to bluesheets?
