Work through a file of many invoices

When one PDF holds many invoices, like a month of invoices your vendor sends at once, Maitaki splits it into separate invoices and reads each one. The file shows as a single card in the Inbox, and opening it gives you one place to finish everything that came out of it.

Open the file

1. In the Inbox, find the card named with the file and how many invoices it held, for example October.pdf · 12 invoices.
2. Tap it.

At the top, ✦ MAITAKI SORTED 9 OF 12 (for example) shows how many Maitaki finished on its own. If some invoices are still being read, it says so under the bar. Tap PDF to open the original file.

The four tabs

The file opens on the first tab that has something in it. The number on each tab is how many.

Needs you

Invoices from the file waiting for review. Each row shows the invoice number, date and total, and what’s left on it, like 1 price to check.

• Tap a row to open that invoice.
• Tap Review these 4 at the bottom to open them one after another.

See Review and verify an invoice.

Copies

Invoices that look like ones you already have. Each shows This copy next to On file: number, date and total.

• Same invoice sets the copy aside. It won’t count.
• Different bill keeps it. It goes to Needs you for review.

See Duplicate invoices.

Unread

Pages that couldn’t be read. Nothing from them counts yet.

• Tap Retry 2 (for example) at the bottom to read them again.
• If a page isn’t an invoice, like a cover sheet or a blank page, tap Not an invoice next to it.

Done

Everything that’s finished: invoices verified or auto-verified, copies already on file, and anything archived or dismissed. Tap an invoice to open it.

If some copies were already on file, you’ll see a button like Dismiss the 3 copies from the Inbox. Tap it to tidy them away. They stay under All.

If it stopped partway

If the file stops making progress, the card shows Stuck or Couldn’t split. Open it and tap Resume reading this file. Maitaki picks up where it stopped.

Big files take a while. You’ll see Scanning pages and then Reading invoices with a count. You can leave the Inbox and come back; reading carries on.

Common questions

How do I upload a file like this?

Tap +, then Scan Invoice, then Upload PDFs. A PDF with many invoices is split automatically. See Upload PDF invoices, even big batches.

Some invoices in the file are dated months ago. Is that a problem?

No. Each invoice counts on the date printed on it, not the day you uploaded the file. The card shows the range, like dated Apr 17 – Sep 7.