Management Accounts
Save important business documents
Documents are shared with authorized administrators of the selected managed business and remain available across accounting periods.
Privileged access
Super Admin users need a second factor when the platform admin MFA policy is enabled. Completing MFA does not grant access to an unassigned company.
Upload a document
- 1
Select the company and managed business, then open Settings > Documents.
On a smaller screen, choose Documents in the Settings section selector.
- 2
Enter a title, choose a category and optionally add a description.
- 3
Choose a file and select Upload document.
- Wait for the saved confirmation.
- - Accepted files: PDF, PNG, JPEG, DOCX, XLSX, UTF-8 TXT and CSV.
- - Maximum size: 25MB per file.
- - Use Source Intake or the transaction attachments for transaction evidence that needs an accounting workflow.
- This library stores reference documents without creating transactions.
Find and update files
- 1
Search by title, description or filename, or filter by category.
- 2
Select View for a PDF or image, or Download to save a copy.
- 3
Select Replace file, review the title and category, choose the new file, then select Save new version.
Open Version history to view or download earlier files.
- 4
Select Delete and confirm in the dialog to remove the document and its versions from the library.
Audit history is retained.
Explore the demo
The demo uses fictional files and a sample preview. Upload, download, replacement and deletion are simulated; no real documents are accessed or saved.
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