Upload Documents & CSV-files

Upload Documents & CSV-files

Document Explorer

Document explorer allows you to upload and import CSV files, whilst also utilising the ApariPro AI document reader functionality for the following PDF documents:


  1. Property management rental statements 

  2. Dividend vouchers

  3. Employment P60s

  4. Investment summary packs from Evelyn Partners


Upload Documents

To upload, read and import documents and CSV files, please follow these steps. 

  1.  Navigate to Record Keeping and select Import document

  2.  Select Upload new document and select the document from your device

  3.  If you wish to import the document straightaway then select Start import or you can return to the Document Explorer page/dashboard


Import Documents


Once uploaded you can begin the import process, either at the point you uploaded the document or from the Document Explorer dashboard. 


CSV Files

  1. From the Document Explorer page/dashboard, or within the upload document workflow select Start Import, then select the Transaction source, select Continue

  2. Next you can view the data and then map the fields accordingly and select Import

  3. Finally, you'll be taken to the Unassigned transactions page to review the transactions imported which have not been subject to a transaction rule

AI Reader

  1. From the Document Explorer page/dashboard, or within the upload document workflow select Start Import. ApariPro AI will read the document and then match income and/or expenses to the correct category. If it is correct, select Yes to proceed. 

  2. Next you will be shown the transactions that are due to be imported. Select Import to proceed. You are taken to the Records page where you can locate the transaction(s) that were imported. By selecting Edit (from the three dots on the right of each transaction) you can update and edit the transactions as needed. Editing including adding notes, attachments and using the split transaction functionality.



NOTE: from the Document Explorer page/dashboard, you can also  preview, download and

delete documents.


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