Folder for digital documents

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With Banana Accounting Plus you can work without paper, as you can in fact keep all the supporting documents (invoices, receipts and more) in digital format. The transaction rows can be linked to the relative pdf or other file formats and with one single click you may display their content.

It will be useful to create a special folder where you can store all the documents in digital format (pdf or other formats), refer to Organize your files. To retrieve documents easily, it is also advisable to always use the same method for naming digital files.

  • In the folder where you keep the accounting file, create a sub folder with the name "Supporting documents".
    • Links related to the accounting file. When using a subfolder, the links in the transaction will be relative to the file, allowing you to open the link as well as using the synchronization system on different computers and operating systems.
    • It is recommended to use one single folder for documents for each year.
    • If you wish to have multiple documents folders, create subfolders in the "Supporting documents" directory.

      How to organize your folders of your accounting files and documents
      Example on how to organize your folder in order to save your digital documents
  • Whenever you receive a supporting document in digital format or if you digitize it yourself, move it to this folder.
    • It is recommended that the file name begin in the "year-month-day + customer or supplier + document type" format.
      This way the files will automatically be attributed in progressive order and it will be easier for you to manage them.
      • 2022-01-15-TELECOM invoice.pdf
      • 2022-01-31-Taylor Alan-invoice.pdf
    • For the date it is recommended to use the one figuring on the relative document received.
    • In the folder, all documents will be sorted by the date sequence and will easily be traceable.
  • When you enter a transaction, link it to a digital document, via the Menu Data Links Add link command. You must make visible the DocLink column.
  • To display the contents of the digital document within a related application,
    • Position yourself on the line that of the transaction that you are interested in.
    • In the DocLink column and click on the open file icon.

      Open link icon

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