Search and filter documents

Open Documents

Open Documents and use the search field. Try a file name, supplier, invoice number or text from a document.

Open a result to view the file and available information. Its details can also show the source, processing status, timeline and linked income or expense entries.

Narrow the list with labels

Select labels, or open Filters on a narrow screen. Selecting multiple labels narrows the results: a document must match all selected labels.

Use Unlabelled to find documents without a label. Needs attention helps you find files with a processing problem.

No results?

Clear active filters and try a shorter search term. Check that you are in the right business. An empty filtered list does not mean a file was deleted.

Text recognition may still be running or may have failed. Search by file name and open the document to inspect its status. See Document processing problems when a file needs attention.