Upload a receipt or a bill and NeroBooks keeps it with your records.
Where scanning is switched on, NeroAi reads it and fills in an expense form. You check what it found and save a draft. Go to NeroBooks → Accounts → Receipts & Bills.
What you can upload
| Rule | Detail |
|---|---|
| File types | PDF, PNG, JPG, JPEG or DOCX |
| Size | 1 MB per file |
| How many | up to 5 at a time |
| Source | a file, or a photo on your phone |
💡 Note: Phone photos are often bigger than 1 MB. Most phones can share a smaller copy, and a clear photo of a crumpled receipt beats a perfect one that will not upload.
Uploading
| Step | What happens |
|---|---|
| 1. ＋ Upload | the drawer opens |
| 2. Choose the file | it is stored privately against your business |
| 3. Scanning runs, if enabled | NeroAi reads it and fills the form beside it |
| 4. Check it | correct anything that does not match the document |
| 5. Save expense draft | a draft expense waits for your approval |
Scan statuses
| Status | What it means |
|---|---|
| Not scanned | stored but not read |
| Scanning | in progress |
| Ready to review | filled in and waiting for you |
| Needs attention | could not be read cleanly — use Retry scan or type it in |
The expense form
Whether it comes from a scan or from you, it is the same form as in Bookkeeping.
| Field | What to enter |
|---|---|
| Date | the date on the document |
| Supplier / description | who it was from and what for |
| Reference | the invoice or receipt number |
| Currency | the currency shown |
| Total including VAT | the full amount |
| VAT shown on document | the VAT printed on it |
| VAT evidence | what proves the VAT |
| Payment method | not paid yet, bank account, cash, or card / payment clearing |
| Expense category | the bucket it goes in |
| Flag for tax adjustment review | marks it for a second look |
⚠️ Warning: Always check a scanned figure against the document. Scanning saves time; the document is what counts.
If scanning is off
You may see a message saying automatic scanning is switched off. Uploading still works — the document is stored and you fill the form in yourself. If you want scanning enabled, contact support.
Where documents go
Files are stored privately against your business. Where scanning is on, documents you pick for capture go to a document-processing provider and use part of your NeroAi allowance. You can download the original at any time.
Filtering
Filter by search text, scan status, file type and upload date. No documents match these filters means the filter is too narrow, not that anything is gone.
Frequently asked questions
Does uploading record the expense?
No. Uploading stores the document. The expense exists once you save the draft and approve it.
My file will not upload.
Check type and size. PDF, PNG, JPG, JPEG or DOCX, 1 MB per file, up to 5 at a time.
The scan got the total wrong.
Correct it before saving. What you save is what is recorded — the scan is only a first draft.
Can I attach a document to an entry I already made?
Yes. The bookkeeping form has an Attached document ID field.
Do I still keep the paper receipt?
Record-keeping rules are set by HMRC and are not changed by uploading a copy. Check what applies to your business before throwing anything away.
This article explains how NeroBooks works. It is general information about the software, not accounting, tax or financial advice. Nero Panda Ltd, trading as NeroPay, is not a tax agent, accountancy firm or financial adviser.
Still need help? Contact us at support@neropay.app or create a ticket.