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Managing Documents

Centime makes it easy to upload, organize, and manage documents at the customer and invoice level—supporting better visibility, documentation, and collaboration throughout the AR process.

📌 Required Permissions:

  • Customer-Level Documents: Requires Manage Customer Profiles, Preferences, and View History permission.

  • Invoice-Level Documents: Accessible with any AR permission.

  • Central Repository Access: Requires Manage Documents and Document Types permission.

🧾 Document Upload Overview

Documents can be uploaded at three levels your Company Level, a specific Customer level and specific Invoice level. 

 

🏷️ Defining Document Types

Centime allows you to define custom document types to categorize and manage uploaded files.

🔍 Navigation: Settings > Company Profile > Document Type

By default, Centime includes two document types for the Receivables module: Invoices and Other.


To add more:

  1. Click Add Document Type

  2. Name the new type

  3. Select the document area Accounts Receivable or Company Level
    (Note: Document types for Accounts Payable will be supported in a future release.)

📎 File Size Limit: Each document must be 10MB or less.

📤 Uploading Company Level Documents

To securely store and share company documents like a bank letter, you can add them in Settings. 

  1. Navigate: Settings > Company profile > Documents
  2. + ADD DOCUMENT 
  3. Select Name, Area and Document type 

 

📤 Uploading Receivable Level Documents

AR collectors have two ways to upload documents:

  1. Customer Side Panel – Upload documents directly at the customer level.

  2. Invoice Side Panel – Add documents with metadata including:

    • Document Name

    • Document Type

    • Visibility Settings

👁️ Visibility Settings

  • Internal: Only visible within Centime’s AR interface.

  • Shared (Coming Soon): Documents will also be visible to customers via the customer portal.

📚 Central Repository

Provides a comprehensive, centralized view of all customer- and invoice-related documents.

🔍 Navigation: Settings > Company Profile > Documents

📌 Note: Documents do not appear in the KPI or Cashflow side panels.

🗂️ Central Repository Features


✅ Wrapping Up

With Centime’s document management capabilities, you can efficiently upload, organize, and retrieve records, streamlining communication and ensuring accurate documentation.