Important Warning/Reminder: Sales and Purchases (Income and Expenses) are uploaded SEPARATELY. Carefully follow the steps below to upload your sales and purchases correctly.
For Sales Transactions:
- For scanned copies:
- Navigate to Sales > Invoices > Click “New Invoice” > Select “Upload Attachments”.
- Accepted file formats: PDF, JPG, PNG.
Please ensure only one page per transaction is uploaded. Multiple pages per transaction are not allowed.
(Refer to the step-by-step screenshots attached below.)
You’ll know that you uploaded successfully when you see your files/documents under “Draft”.
- For Excel copies:
- Navigate to Sales > Invoices > Click “New Invoice” > Select “Import Invoices”.
Alternatively, email the Excel file of your invoices to your assigned Account Manager and copy connect@beppo.com, and we will handle the mapping for you.
(Refer to the step-by-step screenshots attached below.)
For Purchase Transactions:
- For scanned copies:
- Navigate to Purchases > Bills > Click “New Bill” > Select “Upload Attachments”.
- Accepted file formats: PDF, JPG, PNG.
- Please ensure only one page per transaction is uploaded. Multiple pages per transaction are not allowed.
(Refer to the step-by-step screenshots attached below.)
You’ll know that you uploaded successfully when you see your files/documents under “Draft”.
- For Excel copies:
- Navigate to Purchases > Bills > Click “New Bill” > Select “Import Bills”.
- Alternatively, email the Excel file of your invoices to your assigned Account Manager and copy connect@beppo.com, and we will handle the mapping for you.
(Refer to the step-by-step screenshots attached below.)
