Improved
A clearer menu, and every company's documents in one list
The menu is grouped under Data, Accounting and Tax, and the firm has a Documents page across companies.
The side menu is now grouped under small headings: Data, Accounting and Tax. Select a heading to close or open its lines. Your choice is kept in your browser.
One Documents line in each company
Files → Purchases and Files → Sales are now one line, Documents. Purchases and Sales are a switch at the top of the page, each with its number of documents. Everything below the switch works as before: Add documents, search, the tabs and the list. Links you saved to either list still open it.
Documents across the firm
In the firm workspace, Data → Documents lists the documents of every company you can access, with the company each belongs to. Narrow it by company and by status, search it, sort it, and choose Export CSV to download the list. The page only reads: a row opens the document in its own company, where the work is done.
Read Find your way around the workspace and See every company's documents in one list.