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Document archive

The document archive is your central place for all files — accounting documents, audit supporting documents, contracts and more. Organised per company and financial year.

Go to Document archive in the side menu. You will find three tabs:

TabContents
Company archiveDocuments organised per company and financial year
My documentsYour personal files and attachments
Bank filesImported bank files

Company archive​

The company archive is organised in a folder structure adapted to Norwegian audit practice:

  • Annual accounts — income statement, balance sheet, notes
  • Audit supporting documents — documents for the auditor
  • Public filings — VAT, A-melding, tax return
  • Bank documents — account statements, confirmations
  • Contracts and agreements — lease agreements, customer contracts
  • Payroll and personnel — employment contracts, payslips
  • Reconciliations — reconciliation reports
  • Board documents — minutes, resolutions
  • Tax — tax return, assessment papers

Select company and year at the top to see the correct archive.

My documents​

Under My documents you will find:

  • Attachments — files you have attached to tasks or transactions
  • Notes — personal documents

Attachments from tasks and transactions are synchronised here automatically.

Uploading files​

Open the folder you want to add files to. You can upload in two ways:

  1. The upload icon in the toolbar at the top
  2. Drag and drop — drag files into the folder, or click in the drop area

Folders and files in the same folder are shown together. A subfolder does not hide the documents that are already there.

Supported file types include PDF, Excel, Word, images and more.

Document status​

Documents can have three statuses:

StatusMeaning
DraftWork in progress
DoneThe document is ready
ApprovedReviewed and approved

Sharing folders​

You can share folders with others in the organisation:

  1. Open the folder you want to share
  2. Click the Share icon
  3. Search for team members
  4. Choose an access level:
    • View — can read, not change
    • Edit — can upload and change
    • Manage — full access including sharing
  5. Click Grant access

Shared folders are shown with a people icon, private ones with a lock icon.

Export​

You can export the entire archive for a company as a ZIP file:

  1. Select company and year
  2. Click Export as ZIP
  3. The folder structure is preserved in the ZIP file

This is useful at audit or when handing over to a new accountant.

Automatic archiving​

Some files are archived automatically:

  • Reports that are generated (PDF) are placed in the correct folder
  • Approved AGA and payroll reports are archived with status Done, uploaded by the person who approved
  • Control reports are archived under audit supporting documents
  • Exports are stored with the correct file name and date

Tips​

  • Use the company archive as the official source — everything the auditor needs should be here
  • Keep My documents for personal working notes
  • Set document status to Approved after review to show that it has been quality-assured