File Management

Upload, store, and reference business documents.

Files is the single place every file in the business ends up: the contracts and statements you upload directly, and the attachments made on invoices, bills, journals, payment requests and bank imports. One list, one search, one download.

The Files workspace. Click a row to see what opening a file does.

Sidebar label: Files (FolderOpen icon), under Operations. Visible to Administrator and Super Administrator only — and the API enforces the same rule on every Files request, so no other role can list, open or download a file by URL.

The two tabs

Tab	What it holds
Files	Every file the business holds, newest first, 50 to a page. Search, export the page, choose columns, upload with + New, download from a row or from the detail page.
Import history	Every CSV and Excel import run for this business — date, type, file, rows, size, status, and the original file to download.

Where the files come from

Only one of the five sources is an upload made in this workspace. The rest arrive because someone attached a file somewhere else in the product — which is the point: an attachment is not lost inside the document it was made on.

It came from	How it reads in the list
An attachment on a document	Source is the document type (Invoice, Bill, Receipt…), Reference is its number
An attachment on a manual journal	Source Journal, Reference the journal number
An attachment on a payment request	Source Payment Request, Reference the request number
A statement attached to a bank import	Source Attached, Reference Bank
An upload made here with + New	Source Import, Reference Import

What Files does not do

Not here	Detail
Folders	There is no folder tree. The list is flat, ordered newest first, and found by searching.
Per-file sharing or permissions	Access is by role, for the whole business. There is no way to share one file with one person.
Deleting a file	Files in this list are not deleted from the workspace. Import history has its own delete, for the imported source file.
Previewing	Opening a file downloads the original; it is not rendered in the page.

✅To keep a file with a transaction, attach it there

Use the Attachments field on the document's own form. It then appears here with the document's type as its Source and the document number as its Reference — so you can find it from either end.

Finding a file

Browse the list, search it, and open a file's details.

Where files come from The file list Searching files File detail

Getting files in and out

Upload, attach, download — and the limits that apply.

Uploading files What you can upload Attaching to documents Downloading a file