Archive

Manage folders and files

• Archive Export
• Upload a file
• Create a folder structure in the Archive
• Email files to the Archive
• Edit File name

Linked Documents

• Other Documents
• Link documents to customer invoices
• File formats supported by linked documents
• The linked documents section of the Archive
• Save and retrieve VAT reports
• Link a document to a company or contact in the CRM

See all 7 articles

Documents with due dates

• Documents with due dates together with CRM
• Documents with due dates without CRM

Settings

• Expense Types
• Expense Categories
• Trusted sender