Files

Folders and documents

Files is the shared file area for the organization. Use folders for contracts, statements and other material. System documents and originals from other modules may have their own folders and editing restrictions.

The file manager is available from Pro. This is separate from downloading an invoice PDF, which is also available on Starter.

Application view with sample dataEnlarge

Files: organization folders and documents.

Scroll the image if needed. Escape closes the preview.

Upload and organize

1. Open the folder where you want to place the file.
2. Choose the upload action and select your files.
3. Wait for completion and check that they appear in the list.
4. Use the available actions to create a subfolder, rename or move items.

Uploading here stores a file. To recognize a document and create an expense, use Purchases. For bank transactions, use Bank.

Search, preview and download

Use search and folder navigation. Select a file to see its name, type and available preview. If the format has no built-in preview, download it and open it with a suitable application.

For several files, select them in the list and use the available bulk actions. Follow the displayed limits for large downloads and split your selection if necessary.

Trash and storage

Deletion and recovery depend on the file type and available actions. Check the trash if you removed a file by mistake. Do not treat it as a permanent archive.

Storage is shared across the organization and includes uploaded originals and generated documents. A plan's storage allowance does not mean every module is included. Check usage in subscription settings and the plan comparison.

When an action is missing

Check your permissions and whether you are in a system folder or have selected a file managed by another module. To change a document, open its source rather than manually replacing its PDF.