Task guides
Find an uploaded document
Step-by-step task guide: Inbox and documents.
- Open Bookings and switch to the Documents view. It lists every uploaded file with its status and upload date.
- Type part of the file name into the search field. The list narrows as you type. The hint in the field mentions supplier and note, but in this view only the file name is searched.
- Tick Only documents without a booking to see uploads that have no booking yet.
- Click a row to open the document. You see the preview, the status and the data read from it, and Download original gives you the file as it was uploaded.
- To find a booking instead of a file, switch back to Bookings and search by supplier or note.
- A document that was voided is hidden. Tick Only voided documents to list them.
- The Documents entry in the main menu (shown only where that area is switched on) is a different area and does not hold your uploaded receipts.