How to upload a whole folder of receipts, invoices and quotes

Instead of attaching every receipt or invoice to an item by hand, you can upload the whole folder at once. ArchiBoard reads the files, detects suppliers, amounts and line items, and suggests matching estimate items. This saves time and reduces mistakes when recording payments.

1. 1

   Open document upload

   Open the project, then «Estimates» (the project-wide estimate, not a room estimate). Click «Receipts & quotes» next to «Import».

2. 2

   Add files or a folder

   Click «Choose files» or «Choose folder», or drag files and folders into the window. If the documents are on Google Drive, paste the folder link into «Google Drive folder or file link» and click «Upload». The folder must be shared with «Anyone with the link». Subfolders are not read; up to 100 files can be uploaded at a time.

3. 3

   Check the recognised data

   ArchiBoard reads each file (PDF, JPG, PNG, WEBP): it detects the document type, supplier, date, amount and line items, then suggests an estimate item. Check the table: make sure the item, amount and mode («Advance» or «100% payment») are correct.

4. 4

   Apply the documents to the estimate

   When everything is checked, confirm the matching. Nothing changes in the project before that. If you made a mistake, use «Undo the whole batch» — the files will go to Files → «Invoices, payments, receipts».

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