How do I fill a transaction from a receipt or bill?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Create Transactions.
Where to find it
Add transaction → Income, Expense, Bill or Invoice → Start from a document.
Steps
- On Start from a document ("Upload a receipt, bill or invoice and we fill in the rest."), click Upload new and pick an image or PDF, or Choose existing to pick a document already in Documents.
- Wait while Kera shows "Reading your document…". Click Cancel to stop.
- Check each step marked Check this and click Continue on it.
- Save with Add and upload (saves the entry and stores the document linked to it) or Add transaction (saves without uploading).
What happens next
Kera fills the amount, GST/HST, date, description, payer or payee and payment method (for bills: vendor, reference number, dates, tax and line items; for invoices: customer, email, number, dates, tax and lines). New payees or payment methods are added to your saved options.
Good to know
Click Skip to enter everything yourself; the step reads "Entered manually".
Troubleshooting
"We couldn't read this document. Try another file, or skip and enter it manually." Click Try again, pick another file or Skip.
Limits
Editing an existing transaction has no document step.
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