The 'File Library' is a digital filing cabinet, built to compliment your daily work flow by providing a safe storage solution for your receipts, invoices and other documents. The File Library is available in full for all Phoenix Live subscribers and Phoenix Desktop subscribers. Production only subscribers will also get to enjoy File Library, but will see an alternate interface where we have tailored the experience to run in the absence of the Financial module. File Library will also be accessible in a read only format for historical access for past subscribers, or for first time users via our free trial.
The File Library stores a wide range of document types. File library will support documents to a maximum file size of 5MB, the supported file types are;
The File Library can be accessed from either the Phoenix Suite screen with the button or from within Financials with the button
In Phoenix File Library you can;
View File
Filter
Sort
Search
Manage Files
Add Files
View File Activity
Rename Files
Download a copy of a File
Delete a File
Categorise Files
Add tags
Apply tags
Rename tags
Delete tags
Enter Transactions
Add a new Phoenix Transaction from the File Library Overview
Select an attached document and view the associated Phoenix Transaction
Remove an attached document from an existing Phoenix Transaction
Attach a document to an existing Phoenix Transaction
Enter an optional comment for each document attached to a Phoenix transaction
User Management & Security
View and assign security permissions to the File Library