The Documents page is one focused place to see every file your workspace stores — receipt scans and files you've attached to transactions. You can browse, search, filter, preview, download, replace and delete your library, and see exactly where each file is used.
How it works
- Two views. Switch between a Grid (thumbnails) and a List; your choice is remembered.
- Filter quickly. Narrow by Receipts, Files, OCR Pending, OCR Failed, Unattached, or a date range.
- Act in bulk. Select multiple files to download or delete at once.
- See storage at a glance. A storage card shows how much space you've used against your plan's limit.
- Deleting is safe. Removing a file never deletes the transaction it was attached to — the link simply drops.
Limitations
- A file with no linked transaction shows as Unattached (for example after you delete its transaction, or a scan that never converted).
- Storage limits depend on your plan: Free includes 100 MB total (up to 5 MB per file); Pro includes much more space and a larger per-file size.
Common Questions
If I delete a receipt image, is the transaction deleted too?
No. Deleting a file only removes the file. The transaction stays; it just no longer has an attached image.
What does 'Unattached' mean?
The file isn't linked to any transaction — common for failed scans or files whose transaction was deleted. Use the Unattached filter to find and tidy them.
How much storage do I have?
The Documents page shows your used space and limit. Free includes 100 MB (up to 5 MB per file); Pro includes much more.