Files – management, preview, and folders

The Files tab is where you manage all of the company's documents: receipts, purchase invoices, meeting minutes, and other vouchers. You can add files in several different ways and organize them into folders.

Adding files

Manually from the Files tab

You can add files by clicking "Add file" or by dragging files directly into the browser window (drag and drop).

Together with a transaction

You can attach a file directly when creating or editing a transaction. In this case, the file is automatically linked to that transaction in the bookkeeping.

By email

Every folder has its own email address, which you can use to send files directly to NoCFO.

• Sending vouchers by email

With the mobile app

With the NoCFO mobile app, you can photograph a receipt with your phone and send it straight to your bookkeeping.

• NoCFO App – mobile app

Opening and previewing a file

Clicking a file opens it in the preview view, where you can see the document's content directly without downloading it separately. The view has three tabs:

Details shows the file's name and basic information. You can edit the file's name in this view.

Transactions shows which bookkeeping transactions the file is attached to. This makes it easy to see whether the voucher is already linked to a posting.

Remove attachment deletes the file permanently. A deleted file cannot be restored.

At the bottom of the view, you'll find a Download button for downloading the file to your own computer, and a Save button for saving your changes.

Folders

You can organize files into folders. You can create subfolders inside a folder if needed. A good folder structure makes files easier to find and keeps your bookkeeping vouchers in order.