Upload and review bills and receipts

Use Invoicing → Bills & receipts to collect supplier invoices, receipts and supplier credit notes. meetergo keeps the original, reads the document and prepares its bookkeeping fields for your review.

Supported files are PDF, JPEG, PNG and XML. A file uploaded in the dashboard can be up to 10 MB.

Upload a document

1. Open Invoicing and switch to Bills & receipts.
2. Under Upload a document, select the file or drop it onto the upload area.
3. Wait while its status changes from Queued or Reading document to Needs review or Ready.
4. Open the document and compare the extracted fields with the original.

Check the supplier, document type and number, dates, currency, net amount, VAT, gross amount and accounting category. You can also link the supplier to a CRM contact and expand Extracted text to check what meetergo read.

The preview shows the whole document. Use the zoom buttons to enlarge an area, or Enlarge to open the document in a large view. In a PDF you can select and copy text such as the document number.

Under Accounting category, pick an expense type such as Office supplies or Travel. Next to it you see the matching SKR03 account, or SKR04 if you chose it in your DATEV settings.

Add a VAT rate if you need to. As soon as you enter the net or gross amount, meetergo calculates the other amounts for you.

Paid on is yours to fill in. That date is not printed on a supplier invoice, so meetergo cannot read it. Leave the field empty while the document is still unpaid.

Select Save review after correcting the fields. The document then has the status Ready.

Open and paid bills

The Payment column shows whether a supplier invoice is Open, Overdue or Paid. It is overdue once its due date has passed. Receipts and credit notes only show a state when a payment date is recorded. Use the Payment filter to see only documents in one of these states.

In a document's actions, select Mark as paid and meetergo fills in today as Paid on. Mark as open removes the date again. The review status of the document does not change.

Spending by category

Select Totals above the list to see one year's totals per accounting category. Documents count by their document date, and credit notes are subtracted. Download CSV saves the table, for example for your tax advisor.

Forward documents by email

The Forward by email card shows the receipt inbox assigned to your company when email intake is available.

1. Open Invoicing → Bills & receipts.
2. Wait until the assigned address is displayed, then select it to copy it.
3. Forward or send an email with PDF, JPEG, PNG or XML attachments to that address.

Each new supported attachment appears as its own document and goes through the same extraction and review flow as an upload. Emailing the same file again reuses the document already saved from email without creating a duplicate. Reviewed fields and the archive status stay unchanged.

Replace an inbox address

Select Rotate address if the current inbox address has been shared with the wrong people or should no longer be used. Confirm the action to create a new address.

Check email delivery warnings

The email card shows recent messages that were rejected or only partly accepted. The warning explains the reason and shows the sender, subject and delivery time when those details are available.

An email still waiting for processing after ten minutes also shows a warning. First check the document list and Archived documents. If the document is still missing, give support the displayed subject and date. This warning is not an email inbox; open the original message in your email app.

A partly accepted email can still add one or more supported attachments. The warning shows how many attachments were added so you know what still needs to be sent again.

Retry a document that could not be read

A document with Processing failed keeps its original file. Open its actions and select Try again, or open the document and use the retry button there.

If it still cannot be read, enter the fields manually and select Save review.

Assign a bill to a project

With Time & Projects, pick a project in the bill's editor and the cost lands in that project's budget. Save the checked amount first. If the bill names an active project exactly, Mira can assign it for you.

Archive and restore documents

Select Archive from a document's actions when you no longer need it in the active list. To bring it back:

1. Select Archived documents above the list.
2. Open the document's actions.
3. Select Restore.

Archiving is reversible and does not delete the original.

Find the originals in Files

Every uploaded or emailed original also appears in the Bills & receipts smart view under Files. This view is managed by meetergo so the originals stay together. You can open the file menu there to download an original.