Sharing Invoices
Collaborate effectively with your team on invoice processing and data management
Team Collaboration
All team members automatically see all invoices and data
How Team Sharing Works
When you add team members to your workspace, they automatically get access to all invoice data. There's no need to manually share individual invoices.
- All team members see all invoices instantly
- New uploads are immediately visible to everyone
- Historical data is preserved and accessible
Multiple team members can work on the same invoices simultaneously. All changes are tracked and synchronized in real-time.
- Anyone can edit and correct invoice data
- Changes are saved automatically
- Team members see updates immediately
Every action in your workspace is tracked, so you can see who uploaded, edited, or exported what, and when.
- Upload history shows who added each invoice
- Edit logs track data corrections
- Export history shows download activity
Collaboration Features
- Unified Dashboard:Everyone sees the same invoice list and data
- Shared Storage:All invoices stored in one central location
- Consistent Access:Same features available to all team members
- Data Corrections:Anyone can fix extraction errors
- Field Updates:Edit vendor info, amounts, dates, etc.
- Line Item Editing:Adjust quantities, prices, and descriptions
- Upload Attribution:See who uploaded each invoice
- Change History:Track edits and corrections
- Export Logs:Monitor data download activity
- Processing Updates:Know when invoices complete processing
- Batch Completion:Alerts when batch uploads finish
- Team Changes:Notifications for new team members
Team Workflow Examples
Sarah (Member) uploads a batch of 20 invoices from different vendors
Mike (Member) reviews and corrects any data extraction errors
Lisa (Owner) exports the verified data to Google Sheets for analysis
Everyone can see the complete workflow and final results
John (Member) uploads invoices throughout the day
Emma (Member) performs daily quality checks on all processed invoices
David (Owner) reviews weekly summaries and manages integrations
Team maintains high data quality through collaborative oversight
Accounts Payable team uploads vendor invoices as they arrive
Finance team reviews extracted data for budget tracking
Management exports monthly reports for strategic planning
All departments benefit from shared visibility and efficiency
Collaboration Best Practices
- Establish clear roles for who uploads, reviews, and exports
- Use consistent naming conventions for uploaded files
- Review and correct data promptly after processing
- Communicate major changes or issues to the team
- Regular team training on features and workflows
- Set up external communication channels (Slack, Teams)
- Share processing schedules and deadlines
- Alert team to urgent invoices or corrections needed
- Document special procedures for complex invoices
- Celebrate team achievements and milestones