Document Center
Central library for all financial documents
Smart Inbox
Forward documents to docs@quanterp.com and we'll auto-categorize and match them to transactions.
Retention Policy
Documents are retained for 7 years per default tax retention policy.
Configure retention| Name | Category | Size | Date | Linked | Status | |
|---|---|---|---|---|---|---|
Invoice_INV-047.pdf | invoices | 245 KB | 2025-03-08 | INV-047 | Matched | |
Receipt_Staples_Mar5.jpg | receipts | 1.2 MB | 2025-03-05 | EXP-012 | Matched | |
Vendor_Invoice_Acme.pdf | inbox | 340 KB | 2025-03-07 | — | Unmatched | |
W9_Smith_Consulting.pdf | tax | 120 KB | 2025-02-15 | — | ||
Lease_Agreement_2025.pdf | contracts | 2.1 MB | 2025-01-10 | — | ||
Chase_Statement_Feb.pdf | bank | 180 KB | 2025-03-01 | — | ||
Unknown_Scan_001.pdf | inbox | 890 KB | 2025-03-06 | — | Processing | |
Supplier_Bill_Parts.pdf | inbox | 415 KB | 2025-03-09 | — | Unmatched |