Documents and evidence
Upload receipts and documents, organize the library, link evidence to transactions, and use Intelligent Document Intake where available.
- Plans
- Upload, library, and evidence linking: Core and above. Intelligent Document Intake: Autonomous and above
- Availability
- Available
- For
- Owners, Bookkeepers
- In KontoCore
Documents
Scan-to-email requires an inbound email provider; local scanner automation requires a desktop watch-folder bridge. KontoCore does not control scanners directly from the browser.
What this does
Documents are stored privately with your company. Any document can be linked as evidence to one or more transactions.
Intelligent Document Intake (Autonomous) classifies documents, extracts vendor, dates, amounts, tax, and lines with field-level confidence, detects duplicates, and proposes a draft — you review, edit, approve, reject, or reprocess.
How to
Upload and link
- 1Documents → Upload, or drag files onto a transaction.
- 2Open a document and choose Link to transaction.
- 3The transaction shows the evidence, and Financial Truth counts it as supported.
Common mistakes
- Uploading the same receipt to multiple transactions it doesn’t support.
Terms used:Evidence
Related articles
Financial Truth and Books HealthHow KontoCore continuously checks your books with deterministic controls, evidence, and findings — and where AI assistance fits.Expenses and payables overviewVendors, expenses versus bills, bill payments, purchase orders, vendor credits, receipts, and recurring expenses.Integrations and provider connectionsWhich capabilities depend on an external provider, what “Provider connection required” means, and what works without one.
Was this helpful?
Last reviewed September 25, 2026