Documents & Vault

Store, search, and manage receipts, statements, W-9s, and attachments—all synced across your Ledger and Reconciliations.

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Documents & Vault:

Vault Overview

Centralize and manage statements, receipts, and documents in Digits.

Documents & Vault:

Store & Track W-9s in Vault

Upload, find, and manage W-9s for clean vendor tax workflows.

Documents & Vault:

Attach Documents to Transactions

Upload receipts or files and link them to transactions.

Documents & Vault:

Sending Documents to Digits by Email

Email bills, receipts, and statements to Digits so we can process and store them.

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