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File Archive

What this screen is for​

File Archive is where source documents are stored and found again. Use it to review uploaded files, confirm document status, and open the evidence behind an accounting workflow.

Before you start​

Know which company, date range, supplier, customer, or document type you are looking for. If the file came from an integration, confirm the integration has finished syncing.

Basic walkthrough​

  1. Open File Archive from the Data tab.
  2. Filter or search for the document you need.
  3. Open the file preview and check the document details.
  4. Confirm whether the file has already been used in bookkeeping.
  5. Open the related workflow when the file needs review or correction.

What to check next​

Go to Bookkeeping when the file is ready for accounting review. Go to Integrations if expected files are not arriving from a connected source.