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Add invoices and receipts from Income and expenses. Melso reads the document and organizes the entry as an expense or income. Keep the original document with its record so you can check the source behind the figures.

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Check the saved record

Review the date, counterparty, amounts, and category. Correct incomplete details and resolve any document warnings. An expense’s saved classification and its professional review are separate: a deductible label alone does not record a professional’s decision.

Received invoices

Bring invoices and receipts into the conversation or add them in the app.

Invoices you issue

Prepare a draft, check the customer and line items, and approve issuance in the app.

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Optional connections

Connect email or Drive only when you want Melso to use those resources. The connection’s permissions determine what it can reach. Ask for the work you need, then inspect the result; do not assume a connection has already collected all of your invoices.

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Correcting information

Edit the record through the supported app workflow. Changes can invalidate an earlier review. Evidence used in an authorized or filed return has additional protections; ask Melso about a correction when an ordinary edit is refused. Developers can use the expense tools and invoice tools with the same company permissions.