Thanks to the DeloitteDirect portal, you can easily transmit all your documents to your Deloitte office.
4 possibilities are available :

• via the Scan application
• via email, to a specific address
• via the “My invoices” widget on your DeloitteDirect portal
• or via the DeloitteDirect mobile application

Sending documents with Scan

As described in the online help of the Scan application, you have 2 possibilities to send documents from Scan:

• “Scan” your documents from a compatible scanner: once your scanner is selected in the application configuration, click on the “Scan” button to scan your documents.
• or drag and drop a document in PDF or TIF format from your computer.

Once the documents are in Scan, drag and drop them in the desired folders according to their type: purchase, sale, bank…
Click on “Send” to send your documents to your Deloitte accountant

Send invoices by email

As described in the “How to send documents by email?” article, when you receive an invoice by email or you have the document on your computer, you have the possibility to send it to your Deloitte accountant directly by email, via a specific address attached to your folder.
To obtain the email address, connect to your DeloitteDirect portal, and click on the widget “Documents via email”.
 

Select your company, then retrieve the email address present in the “Send your invoices” block.

All you have to do is send an email with your PDF invoices attached, indicating the name of the destination book in the subject line (purchase, sale, bank… – for more information, please contact your Deloitte accountant directly).

Sends document with the “My Invoices” widget

Thanks to the “My Invoices” widget on your DeloitteDirect portal, you can send your invoices with a simple drag and drop.

1. Select your folder, as well as the journal in which to send your invoices (purchase, sale, bank…).
    
2. Then drag and drop your PDF invoices into the widget, or click to open your file explorer.
3. Validate your sending by clicking on “Send”.

Scan a document from the mobile application

From the DeloitteDirect mobile application, press the button at the bottom right and then press the camera icon . Take a picture of the desired document using the button  

2 modes are then possible: 

• SINGLE : allows you to take several single page documents in a row (the documents must all be of the same type: purchase, sale ...)
• MULTI: allows you to take a picture of a multi-page document. 

Once your documents have been photographed, click on the number of documents photographed in the bottom right-hand corner. Select the company, as well as the type in which to send the documents (purchase, sale, bank...). Edit the documents if necessary, then validate the sending by clicking on "Send".