1. Click on your profile
2. Click on Organization Settings
3. Click on EMAIL UPLOADS
4. This is an unique email for documents uploading.
5. Go to Gmail. Paste the unique email here.
6. Subject and message body is optional
7. Click on Attach files and attach receipts/invoices
8. Go to TWC. Click on Documents
9. Under ALL, you can see all uploaded documents
10. Under MATCHED, these are the documents automatically matched with a transaction
11. Click on 1
12. Click on transaction. You can see the matched documents
13. Under NOT MATCHED, these are the documents not automatically matched with a transaction. You can match the transaction manually.
14. Click on one of the transactions. You can link transactions manually.
โ