Bulk upload bill PDFs

Use this to save separate PDF files as bill drafts for later review. This does not push bills to Reckon. You need Bills access, an active company and an available company file. For a single PDF containing several bills, use multi-page review instead.

1. Open Bills → Bulk Upload. Confirm the company in Connected Files and, if more than one is available, choose the Company file in the page's selector. Wait until the file selection has loaded; upload is disabled before then.
2. Drag PDFs into the outlined box or select Choose Files. The Drag & Drop button explains how to drop files; it is not a separate upload picker. Accept PDF only, each at least 1 byte and at most 20 MB. You can select multiple files. An attachment dragged from a mail app works only if that app actually supplies a file; otherwise download the attachment first and use Choose Files.
3. Watch each item's Queued, Processing, Saved or Error status. Up to three files process concurrently. Each successful file is extracted and stored as a draft; its row shows the extracted supplier, bill date and amount. Errors show a reason. Correct a bad file or selection and add it again; select a failed row's Retry only for a valid file that can be retried.
4. If you switch companies while files remain queued, they are not redirected to the new company. Switch back to the original company to retry those items; check the intended company and file before adding more.
5. Select Review now or Review in History to open Bill History. Check every draft against its PDF, correct the coding and dates, then push only when ready. Clear done removes completed entries from this on-screen queue, not drafts saved in history. Remove removes a queued/error/completed item from the queue, not a saved bill.

Example: Add two fictional supplier PDFs, one AUD 165.00 and one AUD 440.00, for the same company file. If both show Saved, there are two draft records awaiting review; the “saved” badge is not confirmation of a Reckon push.

Troubleshooting: “Only PDF bills are supported” means check extension and file type. “PDF must be between 1 byte and 20 MB” requires a smaller, nonempty PDF. If extraction fails, read its row error; avoid repeatedly submitting a file with an unclear result without checking history. For intake by email, see Email Bills.