The Documents page

The three groups, every status badge, and what to do about each

Documents are grouped by what you need to do, not by when they arrived. Open Documents in the sidebar (firms: all clients, with a client column and an All clients selector) or a client’s Documents tab.

The groups

Group	What’s in it	What to do
Review	Documents the reconciliation found a problem with: a field didn’t read, totals disagree with myDATA, a MARK is missing, it’s a duplicate, or TaxLayer can’t tell whether it’s a purchase or a sale	Open each one, fix what the Errors tab asks for, press Resolved
Awaiting payment	Valid invoices with no matching payment in the bank yet. The row says how long: Unpaid for 6 days	Nothing — the row moves to Paid when the payment shows up in a statement. If it’s been paid and still sits here, upload the statement that covers it
Paid	Matched to a bank transaction	Nothing
Other	Documents that aren’t purchase invoices or receipts — sales invoices, statements, anything out of scope	Nothing, unless one is actually a purchase (open it and recover it)

Each group is collapsible, with a count and the group’s total on the right. Columns: Date · Type · Counterparty · Client · Total · Status · Source (where it came from: Upload, WhatsApp, email, myDATA).

Search by counterparty, number or amount, or narrow by date range at the top.

Status badges

Badge	Meaning
Processing… / Extracting data	Just arrived; being read. Usually under a minute
Ready	Read and checked
Review needed	A check failed — open it and see Errors
Awaiting payment	Valid, no bank match yet
Paid	Matched to a payment
Duplicate	The same document already exists (the original’s number is linked)
Not financial	Not an invoice, receipt or statement; kept out of your figures
Out of scope — sales invoice	Read as a sales invoice. If it’s actually a purchase, open it and press This is a purchase document — recover
Over your plan’s limit	Free plan’s 10 documents used; Upgrade to process
Paused: AI credits used up	No credits left this month; buy a pack or upgrade
Failed	Couldn’t be read — try a clearer scan

The document page

Click any row. Four tabs:

• Data — document details (type, number, date, currency, AADE MARK, notes), the counterparty’s name and ΑΦΜ, the client it’s matched to, and the line items with net, VAT and gross. Hover a value and press the pencil to correct it. Editable until the document is posted to an accounting system.

Data tab (shown in Greek)

• Document — the original file; Open file opens it in a new tab.

Document tab

• Audit Trail — each processing step, with time and who or what did it.
• Errors — one card per problem (Required fields are missing — The pipeline could not find: invoiceNumber), each with a Resolved button. When every card is resolved the document leaves the Review group.

Errors tab

Firms: a document that couldn’t be matched to a client shows Unlinked on the client card; press Link client.

Deleting

Tick rows › Actions › Delete selected. Permanent; it removes everything extracted from the document too.