Documents

Premium feature - Electronic document management requires a Premium subscription.

The Documents page is your central space to store and retrieve important company files: tax returns, bank statements, contracts, certificates, and other supporting documents.

Upload documents

Import and classify documents

Watch the step-by-step tutorial

Open this page in the app

Import supplier invoices with the document manager

Watch the step-by-step tutorial

Click Upload documents in the top right to upload one or more files. For each file, fill in:

• Type — the document category (required)
• Title — a descriptive name
• Period — the fiscal year or period covered

Common formats are supported (PDF, images).

Document types

Type	Usage
Tax	VAT returns, corporate tax, tax package
Banking	Bank statements, transfer notices
Social security	CNSS, AMO declarations
Contract	Commercial contracts, leases
Insurance	Insurance policies
Certificate	Tax or customs certificates
Legal	Articles of association, board minutes
Correspondence	Official correspondence
Identity	National ID, RC, ICE
Expense	Expense receipts
Other	Any other document

Documents table

The list shows for each document:

• Preview — thumbnail for images and PDFs
• Title — descriptive name or original filename
• Type — category selected at upload
• Period — fiscal year or month covered
• File — original filename

Use search and type filters to quickly find a document.

Available actions

For each document:

• View — opens the file in a new tab (PDF, images, common formats)
• Download — downloads the original file
• Delete — permanently deletes the document

Tips

• Classify each document with the correct type at upload to make future searches easier.
• Enter the period (e.g. “2025” or “Jan. 2025”) to quickly retrieve documents for a given year.
• Deleted documents cannot be recovered — verify before confirming deletion.