Digital document folder

文件资料 •
在此文中

Thanks to Banana Accounting Plus, you can eliminate the use of paper by storing all your accounting documents, such as invoices and receipts, in digital format. Each row of the table, which represents a record, can be linked to the PDF file (or another format); a simple click is all it takes to have immediate access to the content.

It's useful to create a specific folder to save all the receipts in digital format. Refer to the Organize Your Files page for helpful tips. 
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. By saving files in a subfolder, Banana Accounting Plus creates links to the documents related to the accounting file. Even if you use file synchronization systems with different paths on different computers (e.g., Dropbox), you can still always open the file.
    • We recommend creating a folder to save PDF receipts for each year. This choice is the most effective, and the documents are well-organized.
  • For security reasons, exporting to PDF includes only the attachments found in the same folder as the accounting file or in a subfolder.

    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.

      Exemples:
      • 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, to 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
       

请帮助我们完善必备文件

我们非常欢迎您发送宝贵的反馈意见

请告诉我们什么主题需要更好的解释或如何才能更好的对其诠释。

分享这篇文章: Twitter | Facebook | LinkedIn | Email