01
Central organisation
Reduce scattered files by maintaining supporting records in one organised environment.
Supporting records
Keep documents connected to business activity
Organise supporting documents so teams and advisers can find the context behind transactions.
Illustrative workflow
UsawaBooks module
Document Management
01Add the supporting record
02Organise the context
03Use it in review
Connected to the wider accounting record
Why it matters
Keep the evidence behind business records within reach
Organise supporting files and keep them close to the transactions and activities they explain. Teams, accountants and bookkeepers can work from clearer context instead of searching through disconnected folders.
Core capabilities
The records and controls your team needs
02
Transaction context
Keep documents close to the accounting activity they support.
03
Shared access
Give authorised team members and advisers a clearer record to work from.
04
Review support
Make it easier to understand the evidence behind recorded business activity.
A clear workflow
From daily activity to useful records
A consistent process makes the information easier to maintain, review and use.
- 01
Add the supporting record
Keep the relevant file with the business activity it explains.
- 02
Organise the context
Maintain a clear relationship between documents and accounting records.
- 03
Use it in review
Give the people reviewing the accounts access to the supporting context.
Connected accounting
This feature does not work in isolation
Related modules keep operational activity close to the wider financial record.
Who it supports
Useful across the people responsible for the records
Distributed teams
Reduce dependence on files held by one person or device.
Bookkeepers
Work with better context when maintaining transaction records.
Accountants
Review supporting information alongside the accounts.