Data

The Data area is where source material and accounting output are reviewed. Use these tutorials when you need to find documents, reconcile transactions, or check reports.

Sections

• File Archive: find uploaded and connected source documents.
• Bank Transactions: review imported bank activity and matching status.
• Reports: inspect financial, regulatory, and custom reporting output.

Suggested path

Start with File Archive when you need evidence. Move to Bank Transactions when cash movement needs reconciliation. Use Reports after bookkeeping work is reviewed and you want to inspect the result.