How to use Snap and Store

How to use Snap and Store

What is Snap and Store? 

You can use Snap and Store to photograph your receipts, bills, invoices or other business-related records and store them in okke.
Once uploaded, okke helps you categorise and assign those documents with your income and expenses.
To get started, go to Snap and Store in okke to attach a new document, or manage your existing ones. 


 
Note: This feature is a paid add-on. If you cannot access this feature on your subscription login, go to Snap and Store and select Upgrade Subscription to upgrade your subscription to include the Snap and Store add-on. 
 

How to upload a new receipt:

  1. Take a photo of the receipt or download it to your phone/computer.
  2. Log into okke on your device.
  3. Go to Snap and Store.
  4. Click Upload File or drag your file into the drop box.



  5. Select the file (or files) that you want to upload to be stored digitally on okke There is a 10 MB file size limit. PDF and image files only.
    • Once the receipt is uploaded, you can click on it to add tags, write a description, preview the image, or remove the file.
    • Tags can be used to categorise your documents (for example, you may tag all your fuel receipts as 'Motor Vehicle Expenses').
    • Tagging makes it easier to search for and organise documents later on. 




How to upload invoices or bills via email:

  1. Login into okke.
  2. Go to Snap and Store.
  3. Select More ways to upload.



  4. Click Copy to clipboard to grab your okke personalised email address.
    • If you have upgraded to Snap and Store you will have a personalised email address.
  5. The personalised email address is unique for each subscription. So, if you have multiple subscriptions in okke, each one will have its own personalized email address.



  6. Go to your personal/business email (e.g. Gmail, Outlook), find and open the email that has the invoice or bill that you would like to upload, and forward it to your okke personalised email address. It will automatically appear in your Snap and Store folder, ready to be added as an entry.
    • There is a 10MB file size limit. Maximum 10 files and 20MB total file size per email. 



How to create a new Income or Expense Entry from a file in your Snap and Store folder:

  1. Upload your file (receipt, bill, invoice, etc.) using the above instructions.
  2. Click the three dots next to the file.
  3. Select Create Expense or Create Income.



  4. Fill in the relevant details for the new entry.
    • For more information on how to add a new income or expense entry, please see A Guide to Income or A Guide to Expenses.
  5. Once the document (receipt, bill, invoice, etc.) has successfully been assigned to an entry it will display that information in the Attached to column.


How to add a file in your Snap and Store folder to an existing Income or Expense Entry:

  1. Go to either Expenses or Income on the sidebar.
  2. Click on an existing entry.



  3. Scroll down and select Attach a document.



  4. Choose to Attach from documents to choose from your already uploaded document or Upload a new document.



  5. Save and close the entry.


How to add a file from your Snap and Store folder while creating a new Income or Expense Entry:

For more information on how to add a document while creating a new income or expense entry, please see A Guide to Income or A Guide to Expenses.

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