Uploading documents & CSV-files

Document Explorer

What is this?

Document explorer allows you to upload and import CSV files, whilst also utilising the ApariPro AI document reader functionality for the following PDF documents:

1. Property management rental statements 

2. Dividend vouchers

3. Employment P60s

4. Investment summary packs

How do I do this?

Upload Documents

To upload, read and import documents and CSV files, please follow these steps:

1. Navigate to Record Keeping and select Import document

2. Select Upload new document and select the document from your device

3. If you wish to import the document straightaway then select Start import or you can return to the Document Explorer page/dashboard

How to import a CSV file

1. Go to Record Keeping and select Import document and select upload new document

2. Select the transaction source from the dropdown

3. Select Choose File to upload your CSV, then click Continue

4. Map the fields by matching your file headers to APARI column headers

5. Select Import to finalise the upload

6. The data will be added to your unassigned transactions.