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Workflow Guides
Step-by-step walkthroughs for common tasks
Quick Reference
Supported Files
- • PDF (native or scanned)
- • JPEG / JPG images
- • PNG images
- • WebP images
- • Max file size: 10MB
- • Multi-page PDFs supported
Export Formats
- • CSV (universal)
- • Excel (XLSX)
- • PDF (print-ready)
- • QuickBooks Online CSV
- • QuickBooks Desktop (IIF)
- • Xero CSV
- • JSON (for developers)
Invoice Statuses
- Pending — Awaiting review
- Approved — Verified, ready to export
- Archived — Completed/exported
- Error — Extraction failed
Key Settings (Formatting tab)
- Default export format — One-click export in detail view
- Date format — MM/DD or DD/MM
- Currency — USD, EUR, GBP, etc.
- Auto-approve — Skip review for high confidence
Your Data & Privacy
- Download all data — Settings → Data
- Format — JSON (machine-readable)
- Includes — Invoices, settings, preferences
- GDPR/CCPA — See Privacy Policy
Keyboard Shortcuts
← → or j k NavigateA ApproveE ExportF FlagEsc Close