Financial Document Storage and Audit Evidence in Accounts
Keep retained report and document exports together with relevant supporting evidence in your authenticated Accounts workspace.
Open retained filesKeep an export tied to its source
Generate reports from the saved workspace and keep the corresponding period, currency and source details with the exported file.
Organise evidence for review
A month-end reviewer may need the final statements alongside bank records and supporting notes. Give each item a clear date and purpose.
Retrieve the reviewed version
Use the files workspace to retrieve retained exports and check the associated revision before sharing them through your approved process.