3 min read
Folders and archive
Will you find last year's invoice when you need it?
Saving files is a start. A good archive lets you find, open and recover a document, even when the person or service responsible changes.
Business and document management
Articles · Page 13
Invoices, business and finding documents. Find a guide for your situation or browse the latest articles.
What do you need to sort out?
23 · Articles
Find documents
Find invoices in email and keep them from getting lost.
71 · Articles
Service invoices
Work out who bills you for a service and where to find its invoice.
20 · Articles
Accountant handoff
Prepare the records, flag missing documents and hand them over clearly.
19 · Articles
Document organization
Set up folders, an archive and a routine your small team can maintain.
13 · Articles
Document problems
Resolve a missing invoice, an unreadable attachment or an unclear document.
5 · Articles
Your invoicing
From quotes to payment reminders: keep track of invoices you send to clients.
Latest articles
3 min read
Monthly handoff
Your accountant is missing an invoice. Where to look and how to ask
From your accountant’s reminder to a retrieved document: how to use purchase clues, when to contact the supplier and what to tell your accountant in the meantime.
3 min read
Monthly handoff
The invoice arrived after handover to your accountant. What now?
How to clearly add a late-arriving document, distinguish it from a correction and avoid mistaking your own month label for an accounting decision.
3 min read
Document checks
Two similar invoices: a copy, correction or another purchase?
Do not delete a document just because the filename or amount matches. Three common situations show what to compare and what to explain to your accountant.
3 min read
Document checks
The money has left. Why does your accountant still need a document?
A payment is a useful clue when searching, but may not explain the entire purchase. How to link a transaction to an invoice and give your accountant the context they need.
3 min read
Document checks
The computer read the invoice. Does it understand what is on it?
The difference between reading text and assigning a document correctly. Where human review pays off and why a confident-looking result may not be right.
3 min read
Document checks
A suspicious invoice arrived. What to check before responding
A changed bank account number, an unexpected attachment or an urgent request. How to verify a message independently and avoid making decisions under pressure.