Entry Documents

Documents are proof files attached to entries. They are essential for establishing the completeness of a financial record.

Document Types

Type	Purpose
BASIS	The foundational document (invoice, contract, purchase order)
PAYMENT_PROOF	Evidence of payment (bank statement, receipt, transfer confirmation)
SUPPORTING	Additional supporting documents
CREDIT_NOTE	Credit note issued for a refund

Document Statuses

Status	Description
REQUESTED	Accountant has requested this document (no file yet)
PENDING	File uploaded, awaiting review
APPROVED	Reviewed and approved by accountant
REJECTED	Rejected with a reason, needs re-upload

Document Workflow

1. Upload

Users attach documents to entries, specifying the document type:

POST /entries/{entryId}/documents/upload?workspaceId={id}
Content-Type: multipart/form-data

file: <binary>
documentType: BASIS

2. Request

Accountants can request missing documents:

POST /entries/{entryId}/documents/request
{
  "documentName": "Bank statement for June",
  "documentType": "PAYMENT_PROOF",
  "comment": "Please provide the bank statement showing this transfer"
}

3. Fulfill

Users upload the requested document:

POST /entries/{entryId}/documents/{documentId}/fulfill?workspaceId={id}
Content-Type: multipart/form-data

file: <binary>

4. Review

Accountants approve or reject documents:

PATCH /entries/{entryId}/documents/{documentId}/approve

PATCH /entries/{entryId}/documents/{documentId}/reject
{ "reason": "Document is illegible" }

Impact on Entry Completeness

When documents are approved or rejected, the system automatically recalculates entry completeness. See Completeness for details.