Organising
Folder views, preview, and downloads
Group files by month or by ledger, preview images and PDFs, and download one file or a ZIP.
Updated 10 October 20261 min read
On this page
Folder views
- Month-wise, the default. Group by invoice date or by upload date. Files without a date sit in No date.
- Ledger-wise. Group by the assigned ledger. Files without one sit in Unmapped.
Inside each tab you can filter by type: invoices, receipts, Z-Reports, spreadsheets, or other.
Preview
Click a file name to open File Preview. Images and PDFs can be zoomed and rotated. Spreadsheets are downloaded instead of previewed.
Download
- One file downloads directly.
- Two or more selected files, or a whole folder, download as one ZIP after you confirm.
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