> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Upload a bill

Upload a PDF or photo of a vendor bill and ZeraBooks reads the vendor, number, dates, lines and categories for you.

## Upload a bill

1. In the left navigation, click **Bills & Invoices** › **Bills**.
2. Click **Upload Bill** and choose one or more files. On an empty board you can also click **Browse** in the **In Review** lane.

![The Bills header with Upload Bill highlighted; uploaded bills appear in In Review while the AI reads them](https://www.zerabooks.com/help/shots/bills-upload-button.png)

You can also drag files from your computer anywhere onto the Bills page. The page lights up and reads "Drop it - we’ll take it from there".

![Dragging a file over the Bills board: the page lights up and the tray reads Drop it - we’ll take it from there](https://www.zerabooks.com/help/shots/bills-upload-drop-tray.png)

## What happens next

Each file appears as a card in **In Review** while it is read. ZeraBooks fills in the vendor, the bill number, the bill and due dates, every line item and a category for each line.

Then one of two things happens:

- **It posts itself.** If automatic posting is on and all seven posting checks pass, the bill goes straight to **Awaiting Payment**.
- **It waits for you.** Otherwise it stays in **In Review**, and the bill names what needs a look. See [Why a bill is waiting](https://www.zerabooks.com/help/bills/why-a-bill-is-waiting).

Open the bill to check what was read. The original document shows beside the fields, so you can compare them.

## Files you can upload

| | |
| --- | --- |
| Formats | PDF, PNG, JPG, WEBP or HEIC (phone photos work) |
| Size | Up to 14 MB per file |
| How many | Several files at once |

A file ZeraBooks can't accept is refused with one of these messages:

- "This file is empty. Export the document again before uploading it."
- "This document is larger than 14 MB. Choose a smaller document."
- "Choose a PDF, PNG, JPG, WEBP or HEIC document."

## Duplicates are refused

If you upload a file ZeraBooks already holds, or a bill with the same vendor and bill number as one it already holds, the upload is refused. The message says "No duplicate bill was created." Click **Open existing** to jump to the original.

![Uploading a bill ZeraBooks already holds: the upload is refused, no duplicate is created, and Open existing jumps to the original](https://www.zerabooks.com/help/shots/bills-upload-duplicate-refused.png)

A bill that only looks similar to another (same vendor, similar amount and date, but a different number) is not refused. It waits in **In Review** with a note so you can decide.

{% hint style="info" %}
**Tip:** If a file isn't a bill at all, such as a statement or a quote, ZeraBooks keeps it for review but won't post it. Open it to look at the document, then delete it and upload the bill itself.
{% endhint %}

## Frequently Asked Questions

<details>
<summary>What file types can I upload for bills?</summary>

PDF, PNG, JPG, WEBP or HEIC, up to 14 MB each. Word files, spreadsheets and emails aren't accepted. Save or print them to PDF first.
</details>

<details>
<summary>I uploaded the same bill twice. What happens?</summary>

The second upload is refused and no duplicate is created. Click **Open existing** in the message to open the bill ZeraBooks already has.
</details>

<details>
<summary>What if ZeraBooks can't read my bill?</summary>

The board says the document could not be read. Open it to type the amounts by hand, or upload a clearer copy.
</details>

<details>
<summary>Why did a bill post without me clicking anything?</summary>

Automatic posting is on and the bill passed all seven posting checks, including a vendor you've confirmed before and categories ZeraBooks remembers. You can turn this off. See [Why a bill is waiting](https://www.zerabooks.com/help/bills/why-a-bill-is-waiting).
</details>

<details>
<summary>Can I email or forward bills to ZeraBooks?</summary>

No. ZeraBooks has no bill inbox. Upload the file on the Bills page or drag it onto the board.
</details>

<details>
<summary>Can I attach more files to a bill?</summary>

Yes, while it is a draft. Open the bill, click the **⋮** menu and choose **Add document…**. You can add up to 25 files, 50 MB each.
</details>

---

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