Filed recently and filed documents

  • Filed recently lists what Nani filed, newest first, with Undo where it's possible. Undo puts the file back in the Inbox. Show older filings goes further back. (Imports and payroll can't be undone here because their transactions are already in the books.)
  • Filed documents is everything stored in your company file. Filter by kind (statements, payroll, invoices, bills, receipts, W-9s, tax forms, leases, insurance, loan paperwork, other) and year. Open shows a document; Save a copy saves one anywhere.

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