Vault
Store receipts and key business documents securely.
5 min read
Last updated 2026-02-03
What to store
Receipts for expenses.
Invoices from suppliers.
Banking or compliance documents you need to keep handy.
Workflow
1. Upload to Vault
Add a file and give it a clear name (e.g. 'AWS receipt — Jan 2026').
2. Organise
Keep a consistent naming style so searching is fast.
3. Link to expense
When logging an expense, reference the Vault item if needed.
Naming conventions that work
Start names with vendor + month (e.g. 'Vodacom — 2026-02').
Include invoice/receipt numbers if you reconcile manually.
Avoid generic names like 'receipt.pdf' — you won’t find them later.
Recommended structure
Use consistent naming so searching is fast.
Group by vendor + month, or client + project if you store client-related docs.
Attach receipts to expenses where possible to simplify audits and bookkeeping.
UI preview
Vault
Upload
Drop a file here
PDF, PNG, JPG