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Can I Upload an Invoice to Glean?
Can I Upload an Invoice to Glean?
Cassie Crail avatar
Written by Cassie Crail
Updated over 3 years ago

Yes! If you've received an invoice outside of the forwarding rule, or want to upload historical documents for deeper insights see the steps below:

  1. Select upload icon (top right corner)

  2. Choose between normal vs historical invoice

    1. Normal: Current invoice that requires review

    2. Historical: Paid invoice uploaded for analytics & insights

  3. Invoice is sent through pipeline for processing and will appear on the dashboard within 24 hours

  4. If you need it urgently processed reach out via the help button or email support@gleancompany.com

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