In the "My Accounts" section, all connected email addresses are displayed.

In the "My Accounts" section. Use the "Connect More" option in the "My emails" section to add more email addresses.

In the "My Accounts" section. Under the "My bank accounts" section, all connected bank accounts are displayed.

Use the "Connect Bank Account" option in the "My bank accounts" section to add more bank accounts.

The "Dangerous Zone" contains options that can significantly change your account status:

• Exit from this account

• Delete this account

In the "My Accounts" section, use the "Log out from this account" option in the "Dangerous Zone" section.

Use the "Delete this account" option in the "Dangerous Zone" section. Note that this action is irreversible.

Use the "Update profile" option in the "Organization Profile" section.

Manage the subscription through the "Manage subscription" option in the "Organization Profile" section.

In the "My Organization" section. Select the "Users" section and you can add and manage users.

In the "My Organization" section. Use the "Change Organization" option in the "Other Organizations" section.

In the "My Organization" section. Use the "Create new organization" option in the "Other Organizations" section.

In the "My Organization" section. Use the "Leave organization" option in the "Dangerous Zone" section.

In the "My Organization" section. Use the "Delete organization" option in the "Dangerous Zone" section. Note that this action is irreversible.

Ensure only trusted users have access to organization management. Regularly review settings and subscriptions.

In the "My Organization" section. Use the "Invite" option in the "Users" section. You can send invitations via email.

In the "My Organization" section. The list of organization users is displayed in the "Users" section.

In the "My Organization" section. Under "Users" option. Use the "Read more about the roles" link for additional information about user roles.

In the "My Organization" section. Under "Users" option. User roles can be changed by the organization administrator. Contact the administrator to change your role or another user's role.

The date a user was added is displayed next to their name and role.

In the "My Organization" section. Under "Users" option. Manage invitations in the "Invitations" subsection under the "Users" section. There, you can view sent invitations and their status.

Organization administrators are marked with the "Admin" role in the user list.

Click the "Invoice" button in the left menu. To add invoices from email, click "Run".

In the "Date" section, select the start and end dates for searching receipts.

In the "Select email boxes" section, choose an email account from the list. To add another account, click "Connect More" and follow the instructions.

• Enable Auto-Categorization: Automatically categorize found receipts.

• Search in Unread Emails Only: Search only in unread emails.

• Check only selected senders: Ivoice search only from selected emails.

After selecting all settings, click the "Run" button.

Click "Upload" for manual invoice upload.

Drag and drop files into the "Upload Invoices" area or click the area to select files manually.

• Invoices

• Sale agreements

• Driving logs

• Business trip receipts

After adding files, click the "Add" button to complete the upload process.

For each document, the following actions are available:

• Download PDF

• View Document

• Delete Document

Use the filter fields at the top:

• Date range

• Amount

• Currency

• Type (e.g., Invoice)

• Category (e.g., Consultations, Trainings)

• Email

Check the boxes next to the required documents and select available actions.

Currently, we only accept PDF format for invoice uploads.

Unfortunately, once data is deleted, it cannot be recovered. We recommend double-checking before deleting any information to ensure nothing important is lost.

In the "My Accounts" section. Use the "Connect Bank Account" option to get an overview of all company transactions.

You can search transactions by:

• Search

• Date range

• Amount

• Currency

• Bank

• IBAN

For each transaction, the following is displayed:

• Date

• Merchant

• Amount

• Currency

• Description

• Bank

• IBAN

• Match status

The "Matched" status indicates that the transaction has been successfully matched with the corresponding invoice or operation.

Use options like "Change invoice" or "Delete matched invoice" to modify or delete a transaction.

Go to the "Matching" section and click "Run". A window will open where you can enter parameters for successful extraction of invoices and bank transactions.

The process includes:

1. Extract

2. Matching

In the "Matching" section click "Run". Select the date range in the "Date" section.

In the "Matching" section click "Run", then in the "Select email boxes" section, choose the email accounts to be used for matching.

Use the "Connect More" option to add more bank accounts. In the "Select Bank Accounts" section, choose the bank account.

In the "Additional settings" section:

• Enable Auto-Categorization

• Search in Unread Emails Only

• Check only selected senders

• Banks statement upload in CSV format

Use the "Run" button to start the matching process.

Your data is protected by:

• Advanced encryption

• Security audits (e.g., Google’s Cloud Application Security Assessment - CASA)

Use the "Download" section in the interface of "Invoices" or "Transactions".

Use the "Date range" option to select a date range.

The "No invoice" status indicates that the system did not find an invoice for the corresponding transaction or operation.

The "Change Invoice" menu opens when selecting the "Change invoice" option for a specific transaction. This allows you to select another invoice for the transaction.

By clicking on the "No Invoice" status bar will open a pop-up window. Use the "Request" button to generate and copy an email template for requesting a missing invoice

By clicking on the "No Invoice" status bar will open a pop-up window. Use the "Guide to Get Invoice" option for instructions on finding service invoices.

By clicking on the "No Invoice" status bar will open a pop-up window. Use "Upload the invoice", then Drag and drop a file into the "Drag and drop your invoice" area or select a file manually.

By clicking on the "No Invoice" status bar will open a pop-up window. You can request it using the "Request" button or follow the instructions in the "Guide to Get Invoice" section.

Use the "Give us Feedback" button in left menu or find chatbot for report.

If a specialist is available, you can choose a suitable time for a call in the "Or book a call" section.

It is recommended to send a request via the "Give us Feedback" button or write an email to info@kulud.ai.