Once the invoice extraction is complete, you can access and share the document. You can send its image to internal or external users depending on your settings.
📎NOTE: You can only share documents after successful processing. The Share option isn’t available to Bank Statements or Supplier Statements.
How to share an invoice
Go to the relevant folder to access the document: Purchases, Sales, Expenses.
You can access the invoice from either tab: Inbox, Archive or Activity.
Click View to open the invoice or expense.
Click the Share button from the right hand corner.
Copy the link from the Share Link Image window.
Shared links access settings
The Share Link Image window will specify if you can share the link internally or externally. You can access the Company Settings from this window to change the set-up.
Public - Anyone with the link can view the image
Private - The user will need access to the company and the relevant folder to view the image
📌TIP: Read more about shared links.