Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

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:

  • Account

  • Customer

  • Invoice

📌 Upload limits:

  • Up to 10 documents per customer

  • Up to 5 documents per invoice

Users can view, update, or delete uploaded documents as needed.

🏷️ 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:

  • Invoices

  • Other

To add more:

  1. Click Add Document Type

  2. Name the new type and select Accounts Receivable
    (Note: Document types for Accounts Payable will be supported in a future release.)

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

📤 Uploading 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.

AR Collectors Can:

  • View all documents, regardless of visibility.

  • Navigate via: Receivables > Customer or Invoice side panel

📚 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

View and Filter

  • View All Documents: Across customers and invoices

  • Filter: By company, customer, or invoice

Repository Columns

  • Solution: Type of solution the document is related to

  • Name: Document name

  • Type: Document type (e.g., invoice, receipt)

  • Visibility: Internal or shared

  • Relates To: Associated customer or invoice

  • Uploaded By: The AR collector responsible

  • Action: View or download

✅ Wrapping Up

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