Documentation period means that receipts should be added to the service by the 15th of the following month. In other words, receipts for October will be added to the service by 15 November at the latest.
So remember to add your expense receipts and mark them with transactions during the current period. If you want October receipts for the October documentation period, please mark them as paid before 15 November. This will also ensure that the receipts are kept safe. If you are left with outstanding receipts and expenses, they will be carried over to the next current period.
Please note that the documentation period is automatically offset. You will receive a reminder before the deocumentation period closes.
Please contact our customer service team at email@example.com if you have forgotten to add or have not added receipts for the previous reporting period.