Documents - Overview

The Documents module in Zoho ERP helps you streamline and store all your documents in one place. You can upload documents such as receipts and attach them to transactions like expenses or bills. When autoscan is enabled, all uploaded documents will be scanned automatically, and new transactions can be created instantly. You can also organize these documents into folders for future use.

Here’s a glimpse of how you can upload and manage documents in Zoho ERP.