What is a Soldo Library and how do I use it?

The Soldo library is a secure space where you can keep all the files connected to your transactions. It helps you stay organised by keeping receipts, invoices, and other supporting documents in one place so you can attach them to transactions whenever you need to.

You can send files to your library in different ways. Many users forward emailed receipts to their unique Soldo forwarding email address. Others upload photos of physical receipts or add documents in bulk when they return to their desk. The library gives you the flexibility to work in the way that suits your day.

Where can I find my Soldo forwarding email address?

1. Log into the web app.
2. From the navigation menu, select Users and select your name from the list.
3. In the Overview tab, look for your Forwarding email address on the right.

How do I add files to my Soldo library?

You can add files in the way that works best for you:

• Forward emailed receipts to your unique Soldo forwarding email address.
• Take a photo of a physical receipt and email it to your forwarding address.
• Send multiple receipts in bulk to your forwarding address if you're travelling or didn’t have time to upload documents while on the go.

All files you send to your forwarding email address will appear in your library. You can then attach them to transactions when you're ready.

How files appear in your library

Once you send a file to your forwarding address, it’ll appear in your library shortly after. If your company has OCR activated, Soldo will try to match a forwarded receipt with the related transaction to help you attach it quickly. If a match can’t be made, or if OCR isn’t activated, the file will still appear in your library so you can choose the right transaction yourself.

Each file will listed with the:

• Status (e.g. Attached)
• File name
• Date of upload
• Option to preview the file (eye icon)

How to view your library

You can view your library whenever you're attaching a document to a transaction. In the transaction details panel, go to Attachment section, select the Upload File option and choose Select from library. This opens your library window.

In the library, you'll see all files sent to your forwarding address. Some items may already be attached to transactions. If you want to focus only on files that still need attention, you can select the Hide attached files option.

How to attach a file from the Soldo library

1. Log into the web app.
2. Navigate to a section with transactions. For example, Users, Cards, or Reports.
3. Select the transaction you want to update.
4. In the transaction details panel, go to the Attachment section and select the Upload File option.
5. Choose Select from library.
   
6. Select the checkbox next to each file you want to add, then choose Add to transaction.
   

How libraries work for different users

The files you see depend on the forwarding email address used to send them:

• Each user sees only their own files. Your library contains items linked to your personal Soldo forwarding email address.
• Super admins can see all users’ files. They can use the dropdown in the library window to switch between users and view their library items.

Using the library with company cards

Company cards have their own forwarding email address, which you can find on the card’s Overview page.
If you're assigned to a company card, you can also access files sent to that card’s forwarding address. To do this, open the library window, select the Company cards dropdown, then choose the card.

Managing files in your library

If you decide a file is no longer needed, you can delete it from the library window. Deleted files can’t be attached to transactions again, so be sure before you remove them.

To delete a file:

1. Select the checkbox next to each file you want to delete from the library.
2. Select Delete.