The Documents entry in the sidebar is a single list of every file stored in your organization, whatever put it there. It is where you go when you need a file back rather than the record it belongs to.
What lands here
Documents arrive from every part of Financica that accepts a file:
- Receipts and supporting files you attach to a transaction.
- Supplier invoices uploaded to Expenses, including the PDFs Financica reads with OCR.
- Customer invoices uploaded to Revenue.
- Invoices arriving structurally, such as UBL XML files and documents received over Peppol.
You never upload directly into the library. The two buttons in the header, Upload expense and Upload revenue, take you to the upload flows that create an invoice from the file.
Categories
Every document carries a category badge. You do not set it; Financica derives it from the invoice the document is attached to:
- Incoming invoice — Attached to a supplier invoice.
- Outgoing invoice — Attached to a customer invoice.
- Incoming credit note — Attached to a credit note you received.
- Outgoing credit note — Attached to a credit note you issued.
- Other — Everything not attached to an invoice, which in practice means files you attached to a transaction directly.
Filtering
The Filters button opens two filters, and the button shows how many are active.
- Document type — Pick one or more of the five categories above.
- Invoice date — A date range, either a preset (current or previous month, quarter, calendar year, or fiscal year) or your own from/to dates. Presets follow your organization's fiscal year end.
One consequence is worth knowing: the date filter matches on the issue date of the linked invoice, not on when the file was uploaded. Documents in the Other category have no invoice date to compare against, so setting any date range excludes them.
Regardless of filters, the list is ordered newest upload first and paginated at 50 documents per page. The count above the list tells you how many documents match.
What you can do from here
- Download one file — The Download button on any row.
- Download many at once — Tick the checkboxes on the rows you want (hold Shift to select a range), then use Download as ZIP in the bar that appears at the bottom. Inside the archive, files are sorted into a folder per category. A progress bar reports each file as it downloads, and the toast at the end tells you if any file could not be found in storage.
- Select a whole page — The checkbox in the list header.
Each row shows the file name, its category, its file type and its size, so you can tell two similarly named PDFs apart before downloading.
Documents cannot be renamed or deleted from the library. To remove one, open the transaction it is attached to and delete it there.