Documents
Review document status and archive
Filter documents, review their status, and use the archive to find documents that have already been processed.
Review document status and archive
The Documents view shows the files you have uploaded and their accounting status. Use filters to find pending, reviewed, or archived documents.
The archive groups documents by date so you can return to supporting documents from previous closings.
How to review recent documents
- Open Documents.
- Use the main tab to see active documents.
- Type in the search box if you know the supplier, amount, or file name.
- Filter by status if you only want to see pending or rejected documents.
- Press a document to open its detail.
How to use the archive
- Open Documents.
- Press the Archive tab.
- Select the year and month.
- Open the document you want to check.
What each status means
- Processing: Numonis is reading the file.
- Pending: review or confirmation is missing.
- Verified: the document has been reviewed.
- Rejected: there is a problem you need to correct.
- Duplicate: Numonis detected that the file already exists.