Keep your documents up to date
Upload your ID document, your Kbis, your URSSAF certificate and your bank details from your phone, follow their status and replace a rejected or expired document.
The video for this guide is coming soon.
Your company must keep up-to-date documents for each contractor. You upload them yourself, as a photo or a PDF, from your phone. The app checks them at once and tells you when one of them is about to expire. Allow ten minutes the first time.
See also: send your invoice and read the "My finances" screen.
Upload your documents
You upload the documents in the order you like: none of them waits for the one before.
| Step | Document expected |
|---|---|
| 1 | ID document: identity card, passport or residence permit, readable and still valid |
| 2 | Kbis or SIRENE status notice, less than 3 months old, in the same name as the ID document |
| 3 | URSSAF certificate of good standing, renewed every 3 months |
| 4 | Bank details form (RIB), with an IBAN in the same name as the other documents |
Step by step
- 1
Open "My documents" and scroll down to the "Compliance checklist" card.
- 2
In the document of your choice, tap the "New document" field and choose a photo or a PDF.
- 3
In "Document date", give the date written on the document.
- 4
Tap Send. The app reads the document.
- 5
Read the message that is shown, then go on to another document.
| Message after sending | What to do |
|---|---|
| Document checked and approved | Nothing: the step is done |
| Document accepted — sent for manual review | Wait: an administrator will look at it |
| Document not compliant — see the issues found | Read the orange list under the step, then upload a corrected document |
Follow the status of your documents
Each step carries a label. It tells you where the document stands.
| Label | What it means |
|---|---|
| Up to date | The document is accepted |
| Under manual review | An administrator still has to approve it |
| Document missing | Nothing has been uploaded for this step |
| To be renewed | The document expires soon: the date is given |
| Document expired | The validity date has passed: upload a new one |
| Document rejected | An administrator has rejected it: read the reason |
Replace a rejected document
When an administrator rejects a document, a red box is shown in the step: "Document rejected", with the date and the reason, then "Please upload a new document."
Step by step
- 1
Read the reason for the rejection.
- 2
Prepare a document that corrects the problem.
- 3
In the same step, choose it in "New document".
- 4
Tap Send. The label of the step changes.
To take away a document uploaded by mistake, tap Remove the document. The message "Document removed" is shown.
Check your bank details
After the bank details form is uploaded, the app shows the IBAN and the BIC it has read. These are the ones used to pay you.
Step by step
- 1
In step 4, read the "Bank details read from your bank details form (RIB)" box.
- 2
Compare the IBAN and the BIC with those of your form, character by character.
- 3
If they are wrong, tap Edit IBAN / BIC, correct them, then tap Save. The message "Bank details updated" is shown.
View your contract
If your company has entered your contract, the "My contract" card is shown at the top of "My documents", with its type and its dates.
Step by step
- 1
Open "My documents".
- 2
In the "My contract" card, tap View my contract. The contract opens.
Frequently asked questions
Why can I not send my invoice?
All your documents must be approved. A step "Under manual review" must first be approved by an administrator.
Who sees my documents?
The administrators of your company, who approve them. They are used to check that your papers are in order.
How often do I have to upload the URSSAF certificate?
Every 3 months. The app tells you with the "To be renewed" label and the banner of "My jobs".
I am an employee, do I have to upload an invoice?
No. As a monthly-paid employee, you receive a payslip from your employer: the screen says so in place of the invoice upload.