Document Manager

How to send invoices and receipts into clickBACON
If you don’t see the Documents module in your account, please reach out to your Account Representative or email us at support@clickbacon.com. __________...
Thu, 10 Jul, 2025 at 11:45 AM
Set a Custom Email for Upload Replies
When a document is uploaded to clickBACON, we send a confirmation email back to the person who sent it in. That’s great when it’s a user on your team — but ...
Tue, 13 May, 2025 at 10:05 AM
What Scanner Do You Recommend?
You can use any scanner that will allow you to email a specific email address.   One that our members have used and recommend is the FUJITSU ScanSnap iX...
Fri, 4 Jul, 2025 at 11:51 AM
Understanding Document Manager Folders
Your Document Manager has several folders that show the status of your uploaded documents. Each folder has a specific purpose. Inbox Folder Ideal...
Tue, 23 Sep, 2025 at 5:09 PM
Merging and Unmerging Documents
Sometimes documents are uploaded in a way that combines pages or groups that don’t belong together. For example, you might see multiple invoices uploaded as...
Mon, 15 Sep, 2025 at 5:14 PM
Filing Documents
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 d...
Mon, 15 Sep, 2025 at 5:57 PM
Document Auto-Push and Hold Rules
clickBACON is designed to automatically push documents to your accounting platform once they balance and contain items you’ve manually approved in the past....
Thu, 18 Sep, 2025 at 1:49 PM
Collaborating on Documents
clickBACON gives you several ways to collaborate on documents, whether it’s with your team or with people outside your account.  To keep everyone on your te...
Mon, 15 Sep, 2025 at 6:53 PM
How to Balance a Document
We carefully review invoices placed in the Ready for Review folder to ensure they are accurate and ready to be pushed to your accounting platform. If an...
Mon, 22 Sep, 2025 at 11:43 AM
Modifying Line Items on an Invoice
In clickBACON, you can add, delete, or modify line items within an invoice. Add or Delete a Line Item You may need to add line items if a particular li...
Mon, 22 Sep, 2025 at 11:53 AM