What Documents Should I Upload to Outmin?
A quick guide to keeping your bookkeeping complete
Introduction
Not sure what to upload? Outmin handles a variety of document types to make sure every transaction is backed up and accounted for.
Common Document Types
What types of documents can you upload?
- Paper receipts – Just picked up stationery, milk, or anything else for the business? Snap a photo and upload in seconds.
- Supplier invoices – Received an invoice in the post or by email? Scan or forward it directly to Outmin for safe keeping.
- Business expenses and travel receipts – Entertaining clients or on a business trip? Take a picture of the receipt on the spot and upload it.
- Rex request documents – If the Outmin team needs a specific document, you’ll get a Rex request in-app—just respond by uploading what’s requested.
- Other business-related documents – If your document doesn’t match the categories above, it may signal there’s a supplier or system Outmin can connect to for smoother data flows. Reach out to our team if you’re unsure
A Note on Missing Categories
If you have a document that doesn’t fit these categories, it could mean you need to connect a supplier or accounting system directly to Outmin.
Conclusion
Uploading the right documents ensures your reports are accurate and that nothing falls through the cracks.