- Scan new document
- Scanning function
- Edit & upload scanned document
- Error uploading or deleting the document
- Inbox - Uploaded documents
- Possible error messages
Scan new document
Make sure that you are registered in the correct company. By moving the menu to the left, you can switch between the companies if you have created several. Click on "Scan documents" in the menu and then select the process.
- Scan in and send via email - (sends the document to your inbox)
- Scan and create a supplier invoice (directly creates a supplier invoice with the attached document). If you are scanning an invoice with a QR code, the payment details will be read and entered in the invoice automatically. Learn more »)
- Upload a file from your smartphone via the "Share" function. This is not an action that can be carried out directly in the menu, but an indication that this function is available.
Regardless of which operation you select, your document will be scanned and automatically recognized. To scan several pages, you can press the capture button multiple times. The pages that have already been scanned can be deleted below the scan. Optionally, you can also switch your phone’s flash on and off. You can use one of two different modes, “M” & “A”, to capture photos with your camera. Confirm that you are happy with your completed scan by tapping the “arrow symbol” →.
- “M” → Manual capture by pressing the “plus button” (standard, for a few pages).
- “A” → Automatic capture (to quickly capture many pages).
Edit & upload scanned document
|Edit scanned document.|
Scan and send via email
If you select the send via email operation, you can still make final edits to the document in this step before uploading it.
Scan and create a supplier invoice
If you select the create supplier invoice operation, you can still make final edits to the document in this step. Then press the "arrow symbol" in the bottom right corner to select the contact for the supplier invoice, and finally tap “Upload supplier invoice to bexio”.
Upload a file from your smartphone
Receipts can also be uploaded to bexio using the "Share" function. When uploading multiple receipts, always use the same file format and pay attention to the maximum file size of 12MB. The following formats are supported: PDF, JPG and PNG.
Error uploading or deleting the document
Slide the document of interest to the left to either delete it or upload it again if the upload failed. Alternatively, press the document to get a detailed view and select the "cloud symbol" to upload the document or the "trash can symbol" to delete it.
Delete all documents
If you have more than two scanned documents in the list, you also have the option to delete all documents. To do this, tap “Delete all” and confirm the final dialog box. Important: Documents that have already been uploaded will of course remain in the inbox of your bexio account; the documents will only be deleted locally from your device.
Inbox - Uploaded documents
Your documents are now available in your bexio account. Log in to bexio at office.bexio.com and open “Apps” → “Inbox”. If you have not already made a selection during the scanning operation to create a supplier invoice, you can link the current document to another document using this interface.
Here you get an overview of your scanned documents. You can perform various options here.
Possible error messages
|“You are currently not connected to the Internet! You will only be able to upload any newly created data the next time you are connected. Some of the app functions may only be used to a limited extent while offline.”||There is no Internet connection on your phone, which prevents the app from performing certain functions.|
|“Maximum file size exceeded. Please remove some pages to reduce the file size.”||The maximum file size of 12 MB has been exceeded. We recommend splitting the documents into two scans.|
|“Failed to upload the document ‘Document name’. Please try again or contact our support team.”||There was an error sending your document. If the message occurs repeatedly, please contact our support team.|
|“You don't have the necessary rights to upload a document. Please contact your bexio administrator so that they can grant you the required rights.”||In order to upload documents, you need the “Upload documents” user right. This can be granted under "Settings" > "Packages, addons, users" > "Manage users".|
|"Please grant the app access to your camera and open bexioGo again to scan documents."||You have not granted the app the required access rights on your phone. Authorize access to the necessary rights to make the error message disappear.|
|"Please allow us access to the photo library so that we can save your documents."||You have not granted the app the required access rights on your phone. Authorize access to the necessary rights to make the error message disappear.|