Documents (Belege)
Documents is the other half of your invoice book: a tidy ledger of the invoices you receive. It’s the cost side of your business, kept alongside the invoices you send.
What it holds
Each entry is a received invoice with the details an accountant needs: supplier and their VAT number, document number and dates, net, VAT and gross amounts, IBAN, whether it’s paid, and the type (invoice, receipt or credit note). You can search it, filter by paid, unpaid or in a SEPA file, and mark items paid. A document already written into a SEPA payment file shows “SEPA file” and the day of that run under its status.
Documents is on the Pro plan or higher, and it’s visible to owners, admins and read-only viewers (an accountant), but not to members. Reading and exporting stay available whatever your plan.
How documents get in
The main way is by confirming them from the GetBill review queue on the desktop app: you check the parsed details and file them. Each document is de-duplicated by its contents, so the same file never lands twice, whether it comes from your mailbox again or from disk.
Keeping records
Documents are archived rather than deleted, to meet record-keeping rules. Archiving takes an entry out of your working list while keeping it safe.
How do documents get into the ledger?
Mainly by confirming them from the GetBill review queue on the desktop app. Each document is de-duplicated, so the same file never lands twice.
Can I delete a document?
Documents are archived rather than deleted, to meet record-keeping rules. Archived entries drop out of your working list but are kept.