Document library
Search, preview, tag, and link contracts, invoices, receipts, and payment confirmations.
Documents are tied to vendors, invoices, and payment records so compliance and AP context stay together.
Document records
Filtered document management designed around AP operations.
| Name | Category | Linked to | Tag |
|---|---|---|---|
| RNDC master supplier contract | Contract | RNDC West | Renewal due Jun 2026 |
| McKesson tax certificate | Tax | McKesson Medical-Surgical | Compliance |
| ACH remittance 938155 | Payment Confirmation | Recurring beverage batch | In transit |
| Bayview market invoice packet | Invoice | Coca-Cola Bottling Co. | March cycle |
| Internal approval worksheet | Internal | West Coast Monday batch | Batch prep |
Category filters
Quick filtering for the document types AP teams care about.
Invoices
Contracts
Receipts
Tax documents
Payment confirmations
Internal records
Tagging and preview
Document tagging supports retrieval, compliance, and audit review.
Selected record
Documents can surface preview panels, linked invoice/payment context, and status tags for compliance-sensitive workflows.
Info