What happens to each type of document
Some documents become expenses, business cards become contacts, and everything else is filed.
Available on: Every plan
- Receipts, invoices and bills become expenses.
- Business cards become contacts.
- Everything else, such as a tax form like a W-2 or a 1098, or a bank statement, is filed under its own type and starts no expense.
Everything is searchable, whatever its type. When you add a file under Documents you can choose its type yourself. Mail that you forward is sorted for you.
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