> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![Documents page grouped into Review and Awaiting payment](https://mintcdn.com/tax-layer/eKAtbW3G_plN9FOO/images/documents-list.png?fit=max\&auto=format\&n=eKAtbW3G_plN9FOO\&q=85\&s=85ce736641052cee10c03c3dacbc365c)

## 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.

![A document's Data tab with document details, counterparty, matched client and line items](https://mintcdn.com/tax-layer/mHh1cB4phkl0Hyo6/images/document-detail-data.png?fit=max\&auto=format\&n=mHh1cB4phkl0Hyo6\&q=85\&s=fdc696e53e110db48b19dc83b4f97e8a)

Data tab (shown in Greek)

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

![A document's Document tab showing the original receipt](https://mintcdn.com/tax-layer/axqqJCBb4s0K3Vel/images/document-detail-document.png?fit=max\&auto=format\&n=axqqJCBb4s0K3Vel\&q=85\&s=2775dcad1ef7119d59beb517bbfe6286)

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.

![A document's Errors tab with a Resolved button](https://mintcdn.com/tax-layer/ky0EJF5p1i9eQ8wd/images/document-detail-errors.png?fit=max\&auto=format\&n=ky0EJF5p1i9eQ8wd\&q=85\&s=5b984c7e8bff6bbf5d25c60a1f9414e2)

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.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.