upload_document
Upload a PDF document to the Yuki archive to attach it to purchase invoices or store receipts. Provide base64 content and optional financial metadata for categorization.
Instructions
Upload a document (PDF) to the Yuki archive with financial metadata. Use this to attach source documents to purchase invoices or store receipts. The document must be provided as a base64-encoded string. Call get_document_folders first to find the correct folder ID.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| amount | No | Total amount on the document (e.g. invoice total including VAT) | |
| folder | No | Archive folder ID. Use get_document_folders to list available folders. | |
| project | No | Project code to link this document to a Yuki project | |
| remarks | No | Internal remarks shown in the archive | |
| currency | No | ISO 4217 currency code for the document amount | EUR |
| fileName | Yes | File name including extension (e.g. 'invoice-2024-0042.pdf') | |
| dataBase64 | Yes | File content encoded as a base64 string | |
| costCategory | No | GL account code for automatic cost categorisation (e.g. '4000') | |
| paymentMethod | No | Payment method code. 0 = unknown, 1 = transfer, 2 = direct collection | |
| administrationId | No | Administration ID (GUID). Defaults to YUKI_DOMAIN_ID env var. |