Documentation

You can create documentation in two ways: directly from the Overview tab or via Documentation.

• From Overview: Click the paperclip icon in the Documentation column for the relevant account.
• From Documentation: Select an account and click the paperclip icon on the right side of the page.

When you create a document, you will get a grouped list of the most common documentation for the selected account. Here you choose what type of documentation you want to create and fill in the necessary information.

There are two types of documentation:

• Autogenerated: A pre-filled reconciliation documentation that automatically retrieves data from the selected import source. This type is only available for import sources that support the function.
• Manual: Necessary information must be filled in manually.