Documents
Review document status and archive
Filter documents, review their status, and use the archive to find documents from previous periods.
The archive groups documents by date so you can return to supporting documents from previous closings.
The Documents view shows uploaded files and their accounting status. Use it to understand whether a document is still being processed, needs attention, has been reviewed, or is stored for a previous period.
How to review recent documents
- Open Documents.
- Use the main list to see recent documents.
- Type in the search box if you know the supplier, amount, or file name.
- Filter by status if you only want to see pending or rejected documents.
- Press a document to open its detail.
How to use the archive
- Open Documents.
- Press the Archive tab.
- Select the year and month.
- Open the document you want to check.
What each status means
- Processing: Numonis is reading the file.
- Pending: review, confirmation, or more information is missing.
- Verified: the document has been reviewed.
- Rejected: there is a problem you need to correct.
- Duplicate: Numonis detected that the file already exists.
If the status does not make sense, open the document detail first. If you still need help, write through Messages & Meetings and include the document name.