Document Management Overview
Store and organize your financial documents securely
Document Management
Keep all your financial documents organized and linked to relevant transactions for easy retrieval and audit compliance.
What You Can Store
Upload and manage various document types:
- Invoices & Bills: Vendor invoices, purchase orders
- Receipts: Payment receipts, expense receipts
- Bank Statements: Monthly statements, transaction records
- Compliance Documents: SOFTEX forms, FIRC, BRC, eBRC, LUT
- Tax Documents: GST returns, TDS challans, ITR
- Legal Documents: Contracts, agreements, board resolutions
- Loan Documents: Loan agreements, DPT-3 filings
Supported File Types
- PDF files (.pdf) - Recommended for most documents
- Images (.jpg, .jpeg, .png, .webp) - For scanned documents
- Spreadsheets (.xlsx, .xls, .csv) - For data files
Maximum file size: 10MB per file
Key Features
- Drag-and-Drop Upload: Simply drag files into the upload zone
- Auto-Detection: Document type is suggested based on filename
- Linking: Attach documents to journal entries, bills, or loans
- Search: Find documents by name or tags
- Secure Storage: Documents are stored securely with access controls
Document Retention
Financial documents are retained according to Indian compliance requirements:
- Tax documents: 8 years
- Export compliance: 8 years
- General business documents: As per your retention policy
Getting Started
- Navigate to Documents in the sidebar
- Click Upload or drag files into the upload zone
- Select the document type
- Optionally add tags for easier searching
- Link to relevant transactions if applicable