How to upload documents in Inkle

Uploading your documents on Inkle takes less than a minute. Everything goes into your company's Documents folder, organised by period, so our team can find what they need right away.

How to upload your documents

1. Go to Documents: Click Documents in the left navigation bar.
2. Open your company folder: Double-click the folder with your company's name.
3. Find the right period: Open the folder for the period you're uploading documents for, for example FY 2025 or Q3 2026.
4. Upload your files: Right-click inside the folder and select Upload, or simply drag and drop your files into it.

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That's it! Once your files are in, our team takes it from there.

A few quick tips

• Always upload to the correct period folder so nothing gets missed.
• Use clear file names, like “Bank Statement – Chase – Sep 2026.pdf”.
• PDFs, Excel files and images all work.
• Not sure where something goes? Upload it to your company folder and send us a message. We'll sort it out.

Need help?

If you have any questions, just reach out to your Account Manager through chat. We're happy to help.

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