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Ingresos y gastos (Income and expenses) holds two kinds of record:
  • Expenses: invoices and receipts you received.
  • Income: invoices you issued outside Melso, with another program, on a platform or before you joined. Invoices you issue with Melso live in Invoicing and already count for your taxes.
Both feed your tax returns.

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Upload a document

Choose Subir (Upload), or drag files anywhere onto the page. You can also upload from Home.
  • Accepted files: PDF, JPEG, PNG and WebP.
  • Maximum size: 15 MB per file.
  • You can add several files at once. Melso reads up to ten at a time and queues the rest.
  • A scanned PDF with no text is refused with Este PDF es un escaneo. Súbelo como foto. (This PDF is a scan. Upload it as a photo.)
You can also send a photo or a PDF on WhatsApp, or let a connected AI assistant upload it.

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How Melso reads a document

While a file is being read, the Documentos subidos (Uploaded documents) panel shows En cola para leer… (Queued) and then Leyendo el documento… (Reading the document). Melso decides from the tax IDs whether you received the document (an expense) or issued it (an income). A till receipt is an expense. When it is done, a notice says Gasto de… (Expense from) or Ingreso de… (Income from) with a Ver (View) link. Sometimes Melso needs you: A document in another currency is converted to euros at the European Central Bank rate for its date.
Reading a document uses part of your plan’s included usage. Check Plans and service scope if a read is refused for your plan.

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Add a record by hand

Use Añadir gasto (Add expense) or Añadir ingreso (Add income) when you have no document to upload.

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Check the saved expense

Open the record and compare it with the document beside it. The document stays with its record under Documentos relacionados (Related documents), so you can always check the source of a figure.

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Check the saved income

An income record has the Cliente (customer), the customer’s tax ID and country, the invoice number, the date, the description, the VAT treatment, the base, rate and VAT, and any IRPF the customer withheld. An income number is unique in your company. When a document has several VAT rates, they show as IVA por tipo (VAT by rate).

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Review notes

Melso marks a record when something needs a look. An income with notes shows Por revisar (To review), and its save button reads Confirmar (Confirm). Saving a record clears its review notes.

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Classification is not professional review

Keep three things apart:
  1. Melso’s proposal. When Melso reads a document it can propose a category. The record shows Categoría propuesta (Proposed category). Saving the category, even unchanged, confirms it.
  2. Your classification. Deducibilidad is the value you declare: deductible, not deductible or to review. Your returns count what you declared. Melso’s own estimate of deductibility is a hint, not a decision.
  3. Professional review. Melso’s professionals review your return before they file it. A Deducible label on an expense does not record a professional’s decision.
A return that includes expenses still marked to review says so before you authorize it. See Taxes and the fiscal calendar.

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Edit a record

Change the fields and save. Three things can stop a save:
  • Someone or something changed the record first. Each record has a saved version. A save against an older version is refused with No se ha podido guardar. Actualiza antes de reintentar. (It could not be saved. Refresh before retrying.) Refresh and try again.
  • The document identity is fixed. For an expense read from a document, the supplier’s tax ID, the document number and the date cannot be changed.
  • Your plan is not active. You can see and download your data, but not add or change anything.
Editing an expense resets its review, and changing its deductibility clears the reason Melso gave.

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Delete a record

Delete a record you added by mistake, such as a duplicate. The app asks ¿Eliminar este gasto? El archivo se queda en Documentos. The file stays in your documents.

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Records used by an approved or filed return

A return you authorized, or one that was filed, was calculated from your records. Removing one of those records would leave that return without its evidence.
  • Through an AI assistant or WhatsApp, deleting an expense or an income is refused when a return that covers its date was already approved or filed. The assistant tells you which return.
  • In the web app, make the correction there. If your figures change after a filing, the return shows Tus datos han cambiado desde la presentación with the amount it would be now, and Melso reviews whether a supplementary or a corrected return is needed.
If you are not sure how to correct a record that a filed return used, ask Melso. See FAQ and troubleshooting.

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Bring documents from your email or Drive

Conectores (Connectors) lets you connect an email account or a Google account. Your Melso agent can then work with the documents you point it to. Connecting an account does not collect your invoices by itself. Ask for the work you need, for example on WhatsApp, and check the records it saves.

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With an AI assistant

The expenses and income tools read and record the same data, with your company’s permissions. Use cases shows the calls.