Bring purchase documents into Mendiola

Use Files → Purchases for documents received from suppliers. Members assigned to the company and admins with access can operate its intake. The company must be active.

Upload or sweep

1. Open the intended company and check its name.
2. Open Files → Purchases.
3. Use Add documents to upload a supported file, or use Sweep now for its configured purchase Drive folder.
4. Open the resulting file to follow processing and read any hold or error.

The document road supports PDFs, supported image formats, and Google Docs read through Drive. Workbooks follow a separate spreadsheet workflow.

Drive sweeps remember files already processed. Sweeping the same folder again does not intentionally create another transaction for an already-recorded Drive file. Deleting a file in Mendiola does not reset that history.

What Mendiola and Juan each do

For document files, Juan reads the source and decides what transaction to draft. Mendiola does not choose expense accounts, compute input VAT, or resolve suppliers on this road. Juan's extractor handles contact matching and may create a contact.

If purchase vouching is enabled and available for the company, Mendiola checks the paperwork against BIR form requirements before the sending step. Handoff-only companies skip that check.

The source belongs to the purchase side because of where it arrived. Mendiola does not infer a purchase or sale later from the text. Use the proper upload screen and Drive folder.

Follow the result

Processing, sending, and Juan status answer different questions. A successfully read source can still be held from sending. A sent source can still be waiting for Juan to return a draft reference. A draft in Juan still needs review and approval there.

Use the file detail and review and sending guide before repeating a failed-looking upload. If a send is still in flight, another upload can create avoidable duplicate work.

Use the source preview

For images, use Zoom in, Zoom out, Fit, and Rotate 90° clockwise. Drag a zoomed image to inspect another part. Full screen provides a larger reading area; Escape exits it. PDF previews use the browser's PDF toolbar for zoom and page navigation, rather than the image controls.

Outside a text field, the image viewer also supports + / - for zoom, 0 for fit, r for rotation, and f for full screen. Turning a preview is not a correction to the extracted invoice facts. Use the review's evidence controls for those corrections.

Source quality problems

Use a legible original that includes the required pages. If the file preview cannot load, check the connection message rather than assuming the underlying source is invalid. Corrections to source evidence belong in the review workflow, not in a guess about what the supplier intended.