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Adding documents

Three ways to get a document in: upload a file, photograph or scan it with your phone, or email it to your restaurant's own address.

Please don't send sensitive data

Only send business documents: daily sales reports, invoices, delivery slips and receipts. Do not send bank or tax documents, payment-card or account numbers, or personal employee information. Anything you send may be used to improve how OPSAVOR reads documents.

What you can send

PDFs, photos (JPEG, PNG, WebP, HEIC), spreadsheets (Excel and CSV) and plain text or JSON exports all work. OPSAVOR works out what kind of document it is: a vendor invoice, a daily sales report, a delivery slip, a payroll or time report, a bank or vendor statement, and so on. You do not have to tell it.

1. Upload a file

Open Add & Review, press Choose Files (or drag a file on a computer), then Upload. You can pick several files at once.

Add and Review: the location's invoice email address, a note not to upload sensitive data, a drop area with Choose files, Choose folder, Take photo and Scan document, and the tabs Needs review, Reading, Problems, Done, Dismissed and All. — Add & Review: the upload buttons, then everything you have sent, sorted into tabs.

Add and Review on a phone, with the upload buttons and each document shown as a card. — On a phone each document is a card.

2. Photograph or scan it

On a phone, Take photo uses the camera for a quick snap, and Scan document opens the scanner, which is better for paper. See On your phone for how the scanner works and tips for a clean scan.

3. Email it

Every restaurant has its own invoice email address, shown at the top of Add & Review and on the Inbound email page. It looks like this:

invoices+yourname.3f9a…c21@inbound.opsavor.work

Send or forward anything to it, with the documents attached, and it shows up in Add & Review a moment later, read exactly as if you had uploaded it. Give the address to your suppliers so their invoices arrive by themselves, and save it in your phone's contacts so you can forward a receipt from anywhere.

Several attachments in one email are each read separately.
Pictures that are not documents, like a logo in an email signature, are skipped on purpose.
The Inbound email page lists every message that arrived and what happened to each file. If something you sent is missing, look there first.

Keep the address to people you trust

Anyone who has the address can add documents to your inbox. If it gets shared too widely, press Rotate address (owners only). You get a new address straight away and the old one stops working at once, so remember to give the new one to your suppliers.

The Inbound email page with this location's intake address, Copy and Rotate address, and an empty list of received messages. — The Inbound email page: your address, and a list of everything sent to it.

What happens next

A document moves through a few states, shown in the State column of Add & Review and sorted into its tabs:

State	Meaning	Your move
Waiting to be read	It arrived and is being read (the Reading tab).	Nothing, it takes a moment.
Needs review	It was read, and something needs a person: the panel says what.	Press Review. See Reviewing.
Ready to confirm	It was read cleanly and is waiting for a person to confirm it.	Press Review, check, and confirm. See Reviewing.
Possible duplicate	It looks like something already on file.	Compare them side by side and decide.
Confirmed	A person (or a trusted automatic check) approved it. Its figures now count.	Nothing. An owner can still Take off the books if it was a mistake.
Dismissed	Set aside, with the reason you gave. Nothing in it counts.	Undo brings it back.