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Data

The Data group in the left sidebar is where source material and accounting output are reviewed. Use these guides when you need to find documents, reconcile cash movement, check reports, or inspect the audit trail.

Sections​

  • Files: find uploaded and connected source documents.
  • Files invoices: review invoice source files.
  • Files contracts: review contract source files.
  • Bank Transactions: review imported bank activity and matching status.
  • Reports: inspect financial statements, regulatory filing views (VAT, NE, INK2), and custom output.
  • Audit Trail: review recorded workspace actions when enabled.

Suggested path​

Start with Files when you need evidence. Move to Bank Transactions when cash movement needs reconciliation. Use Reports after bookkeeping work is reviewed, and use Audit Trail when you need to understand who changed what.