Documents is your company's library of statements, receipts, tax records, and files from Institution. Uploading here keeps each file next to the work it belongs to.
Steps
- Open Documents and choose Upload documents.
- Drag a file into the window, or browse for it. This form takes one file at a time.
- Select the company, service, and folder or category that fit, so the file lands in the right place.
- Add a note if it helps, then upload.
You see Document uploaded when it is done. To add more files, repeat the steps, or use the Statements and Receipts buttons, which let you pick several files together.
Statements and receipts
For bank, card, and processor statements, use the Statements button at the top of the page. For receipts, use Receipts. They ask for the details that bookkeeping needs. See upload monthly statements.
Tips for a clean upload
- Use a scan or export rather than a photo of a screen.
- Include every page, including summary pages.
- Name the file so the period or entity is obvious, such as 2026-09-checking-statement.pdf.
If a document request asked for this file, respond from the request itself so it is linked to the right ask. See respond to a document request.
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