Files

What this screen is for

Files 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 that the integration sync or upload has finished.

Basic walkthrough

1. Open Files from the Data group.
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 Inbox when the file is ready for accounting review. Go to Integrations if expected files are not arriving from a connected source.