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Upload an invoice or a document for a cleaner
An invoice or a certificate received by email or on paper? With “Upload manually”, the office files it in the cleaner's space itself.
Cleaner invoices
- Finance › Cleaner payroll › Cleaner invoices: “Upload manually” replaces “Test upload”.
- Choose the cleaner and upload the file: the software reads the invoice number, amount and date, and compares them with the month's approved income.
- The invoiced month and the invoice date can be changed before uploading.
- The invoice arrives in the cleaner's space, with their sent invoices, marked “Uploaded by the office”. If it is wrong, the office rejects it.
Compliance documents
- Cleaners › Team › Compliance: “Upload manually”, next to “Compliance documents”.
- Choose the cleaner, the document type and its date: it goes through the same automatic check as if the cleaner had uploaded it, then waits to be approved or rejected.
- It appears in the cleaner's “My documents”.