While we have created some default folders for you, you can also create custom folders which can nest into other folders giving you more control over your document manager.
Automatic Filing
By default, all expense documents that are processed will automatically go into their vender folder under Vendors. If the folder already exists, the document is filed there. If it doesn't exist, we will create it automatically.
All documents that are processed get filed somewhere. Nothing is ever deleted unless you delete it yourself. If you can't find a document, use the SEARCH option to quickly locate it.
