recodocument
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Documentation

Reference material for setting up recodocument and configuring what gets extracted from your documents.

Quick start

  1. 1

    Create your account

    Sign up and name your business.

  2. 2

    Select your business

    Pick the business you want to work in from the business selector.

  3. 3

    Upload a document

    Go to Sales, Purchases, or Creditable Certificates and upload a file — recodocument extracts the fields for that document type automatically.

  4. 4

    Check the dashboard

    Track totals and recent activity from the dashboard as records come in.

Browse by topic

Sales
Recording sales invoices and tracking revenue.
  1. 1.Open Sales and click Upload documents.
  2. 2.Scan an invoice — a multi-page PDF splits into one page per file automatically, and OCR fills in the customer, amounts, and tax type.
  3. 3.Or import an existing register from a spreadsheet to view and export it (imported rows aren't saved to your account).
  4. 4.Click any row to review or correct a field, then save your changes.
Purchases
Recording bills from suppliers and tracking what's owed.
  1. 1.Open Purchases and click Upload documents.
  2. 2.Scan a bill or receipt — OCR fills in the supplier, reference number, and amounts for you.
  3. 3.For an individual supplier, first and last name are captured separately for BIR alphalist reporting.
  4. 4.Review, edit, or delete any record from its detail panel.
Creditable certificates
Working with BIR Form 2307 creditable withholding tax certificates.
  1. 1.Open Creditable Certificates and upload a BIR Form 2307.
  2. 2.Set the direction: Received (withheld from your income — a potential tax credit) or Issued (you withheld from a payee).
  3. 3.Add one ATC line per withholding component — each is classified as Income Tax or VAT automatically by its code.
  4. 4.Certificates are matched to Sales and Purchases records during tax computation on multiple signals, not by ATC alone.
Spreadsheet import
Importing existing records from a spreadsheet.
  1. 1.Open any register's Upload documents dialog and switch to the Import spreadsheet tab.
  2. 2.Drop an .xlsx, .xls, or .csv file — columns are matched by their header names, no fixed template required.
  3. 3.Review the detected row count, then import.
  4. 4.Imported rows exist only for your current session — export what you need, since only scanned documents are saved permanently.
Business & team management
Managing businesses, roles, and team members.
  1. 1.Business Management lists every business you belong to — add another, or switch which one is active.
  2. 2.User Management (Owners and Admins) invites teammates by email and assigns a role: Owner, Admin, Employee, or Client.
  3. 3.Change or remove someone's access anytime from the same page.
  4. 4.Only an Owner can change another Owner's or Admin's role.
Account settings
Managing your profile and account preferences.
  1. 1.Account Management's Profile tab updates the name on your account.
  2. 2.The Security tab changes your password.
  3. 3.Billing (Owners and Admins) shows your plan and credit balance, and lets you subscribe or top up.

Frequently asked questions

What file types can I scan?

PDF, PNG, or JPG, up to 10MB each. A multi-page PDF is split into one image per page automatically before OCR runs.

Why didn't my spreadsheet import save?

Importing a spreadsheet is a quick way to view or export a register you already keep elsewhere — those rows only exist in your browser for the current session. Only documents processed through Scan documents are saved to your account.

What happens if a scan fails?

It's flagged in the upload queue instead of being added to your register, so nothing partially read ever becomes a real record. You can retry it or remove it from the queue.

I belong to more than one business — how do I switch?

Open Business Management, select the business you want, and choose Switch to in its detail panel. Everything else in recodocument — Dashboard, Sales, Purchases, and so on — follows the active business.

Does the tax summary on Reconciliation change my Sales, Purchases, or Certificate records?

No. It only reads them to total up gross sales/purchases, VAT, and withholding tax for the selected period — it never writes back to the source records, and it's always computed fresh, so there's nothing to mark outdated or recalculate.

What can a Client-role user see?

A reduced view of Sales, Purchases, and Certificates, with financial amounts and reference details hidden and no export option — meant for sharing status with someone outside your own team.

Can I sign in with Google?

Yes. Choose Continue with Google on the login or signup page — it links to an existing account by matching email, or creates a new one if none exists.