Upload your first invoices or receipts

Uploading a document

Sign in to Cosmic Bills and either drag and drop your file onto the page, or select it from your computer. Bills and receipts both work, as long as they are PDFs.

While it processes

If you are using the default upload option you can watch it happen. Bills move through processing to scanned, and each one shows a status once it has been read successfully. When the batch is done you are taken to the Review and approve tab.

A single document usually takes a few minutes.

Reviewing and approving

1. 1

   Step 1. Open the bill

   Select the edit icon to see everything that was extracted from the document.

2. 2

   Step 2. Check it against the original

   Compare the extracted data against the PDF preview, and correct anything that is wrong.

3. 3

   Step 3. Save your changes

   Save once you have finished editing.

4. 4

   Step 4. Approve and post

   Approve the bill to post it to your accounting software.