Upload documents

You can drop files on Client Dashboard and on the BM / AM / Bookkeeper dashboards.

After upload, categorize each file as:

• Invoice — vendor bill to code
• Deposit — inbound settlement / deposit document
• Credit Card Statements
• Bank Statements

That puts the file in the matching To Enter (or Enter Invoice / Enter Deposit) list. EventLedger does not OCR the PDF for you yet — you still code the document on the enter screen.

Dedicated upload pages also exist:

• Upload Invoice
• Deposits → Upload
• Credit card Import