Document Library
The evidence shelf: every stored file, filtered by channel and kind. Intake is the extraction desk next door.
How-toFor Bookkeepers, Firm staff, Business owners
Library versus Intake
Document Library is where files live. You can drop a PDF on the page, filter by channel (email, upload, iMessage) and kind (bill, invoice, statement, receipt), and open the stored page. Document Intake is the register of extractions — type, status, and the fields the machine pulled.
Filing a document
- 1
Drop the file on Document Library, or forward it to the client inbox address.
- 2
Open Document Intake if you need the extracted fields, not just the file.
- 3
Attach the stored document to the bill, invoice, or bank line it supports.
Common questions
The file is in Document Library. The draft bill, if extraction ran, is on Document Intake and then under Payables → Bills.
See alsoDocument intakeEntering a bill
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