Attachments and documents

Files attached to any record, searchable, and included in the auditor package.

Any record — invoice, bill, expense, customer, vendor, item, journal entry, fixed asset — accepts file attachments.

How they arrive: drag onto the record, upload, forward to your company's documents email address, or capture from a phone (see Receipt capture).

What is stored: the file, who attached it, when, and what it is attached to. Contents are indexed, so searching for a term inside a PDF contract finds it.

Where they follow: attachments travel with the record — they appear on the transaction, in the audit trail, and in the statement vault auditor package for the period.

Deleting an attachment is recorded in the audit log like any other change; it does not silently disappear.