Batch Uploads (Bulk Processing)
DocuNero's Batch Upload feature is designed for users who need to process large volumes of documents efficiently. Batches help you organize, track, and process multiple files at once—ideal for monthly bookkeeping, client work, or large receipt collections.
Why Use Batches?
Batches let you group documents by month, client, or project for better organization. Process multiple files at once and export clean, consolidated reports.
What Are Batches?
A batch is a group of documents uploaded together for easy organization and reporting.
Batches allow you to:
Using batches is optional but highly recommended for users handling more than a few documents at a time.
Why Use Batch Uploads?
Faster processing workflow
Drag in multiple files and let DocuNero process them all automatically.
Better organization
Instead of manually sorting uploads later, you can group them upfront.
Cleaner exports
Export all extracted data in one go—CSV, Excel, JSON, or PDF bundles.
Team collaboration
Team members can upload into shared batches, making workload distribution easier.
How to Create a Batch
You can create a batch from two places:
Option 1: Upload Center (Recommended)
- Click Create New Batch in the right-side panel
- Enter a batch name (example: Jan-2025 Receipts)
- Optionally add a description
- Start uploading documents directly into the batch
Option 2: Batches Page
- Go to Batches in the sidebar
- Click New Batch
- Name your batch and save
- Add documents later via Upload Center or Documents page
Uploading Files to a Batch
Once a batch is created:
Select your files
Drag & drop files into the Upload Center or browse to select them.
Choose the batch
Select the batch from the Batch Assignment dropdown.
Upload and process
DocuNero will process each file individually with OCR + AI extraction.
You can upload:
- • Up to 10 documents at a time
- • PDF, JPG, and PNG formats
- • Multi-page invoices or receipts
- • Mixed document types in one batch
Viewing Batch Details
After uploading, open the batch to see:
- List of all documents
- Extraction status (Pending, Processing, Completed, Failed)
- Uploaded by (team-specific)
- Processing timestamps
- Total amounts extracted
- Confidence scores
This dashboard provides a clear overview of progress and accuracy.
Batch Actions Available
1. Reupload or Add More Files
You can add documents to a batch anytime.
2. Export Entire Batch
Export all extracted data at once, including:
- CSV or Excel
- JSON
- Combined PDF
- Summary totals
3. Approve or Review Documents
Team members can review individual files within a batch.
4. Delete or Archive a Batch
Keep your workspace organized by archiving old batches.
Best Practices for Bulk Processing
Descriptive Batch Names
Use clear, organized naming conventions:
- • 2025-Q1 Expenses
- • ABC Client – March Invoices
- • FY24 Tax Receipts
Do:
- ✔ Use descriptive batch names for easy identification
- ✔ Upload clean files for higher accuracy
- ✔ Break extremely large workloads into multiple batches
- ✔ Have team members collaborate within a shared batch
Avoid:
- ❌ Blurry or low-quality images that slow down review
- ❌ Generic batch names like "Batch 1" or "New Batch"
- ❌ Mixing unrelated documents in the same batch
Troubleshooting Batch Uploads
Processing delays
Large batches may take longer depending on file count and complexity.
Failed documents
Try re-uploading or improve image clarity.
Duplicate files
DocuNero automatically flags duplicate uploads where possible.
Incorrect batch assignment
You can move documents to another batch anytime.
Who Should Use Batch Uploads?
Batch uploading is ideal for:
- Accountants
- Bookkeeping teams
- Solo founders handling monthly expenses
- Agencies processing receipts for multiple clients
- Anyone dealing with high document volume
Volume Indicator
If you process more than 20–30 documents per month, batches will save you significant time and improve organization.
Next Steps
Now that you understand batch uploads, explore:
- OCR Best Practices
- Review & Approval Workflow
- Exporting Batch-Level Reports
DocuNero makes high-volume document handling simple, clean, and automated.
Frequently Asked Questions
What's the maximum number of documents I can upload in one batch?
As of now, You can only upload upto 10 documents per upload. But batch can have 'N' number of documents.
Can team members collaborate on the same batch?
Yes! On Pro and Teams plans, multiple team members can upload documents to shared batches and review them collaboratively.
What happens if one document in a batch fails to process?
Other documents in the batch will continue processing normally. You can re-upload the failed document or move it to another batch.
Can I move documents between batches after uploading?
Yes, you can reassign or move documents to different batches at any time from the 'Documents' or 'Batch details view' pages.
What export formats are available for batch data?
You can export batch data as CSV, Excel (.xlsx), JSON, PDF, or summary totals — perfect for accounting software integration.