How to work with documents in Outmin

Ruth avatar
Written by Ruth
Updated over a week ago

Important ๐Ÿšจ

The critical factor for your success with Outmin is timely access to your information. This includes all of your purchase and sales invoices, supplier statements, and expense receipts.

How it works

  • To keep your finances up to date, please ensure your Rex documents are resolved.

  • For the best experience, your suppliers should copy your Outmin upload email when they send you their purchase invoices

    • We can help to set this up if you give us their contact details.

    • If your suppliers are not sending us invoices and monthly statements, we cannot accurately tell you what is owed.

  • Documents should be as clear as possible, with the date, name, and terms clearly visible - this will allow us to process them immediately.

  • We set up your suppliers during onboarding, but if you start working with a new supplier please be sure to tell them to send their documents to Outmin.

Trying to upload a document? See How to upload documents to Outmin

In spite of all our automation and controls, some errors can still get through to final figures. Should you see something you believe is incorrect, please let us know and we will send back documentation on whether it was an error and any other relevant context. If you would rather we treat a given item a different way, please let us know and we will guide you on the existing treatment as well as what your change would impact, before agreeing to the change.

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