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Documents & Bills

Capture → Classify → Approve

Work queue

Every bill lives here first

Upload → OCR → AI parse → manual override. Calendar filters, payments, and drop context keep everyone aligned.

Docs showing

Filtered vs total

Manual required

Needs attention

Processed

Ready for reports

Shortcuts

U: Upload • D: Docs • R: Reports

Filters

Date range, category, payment method, status, and search

Calendar

Tap dates to filter documents

Date by

Documents

(0)
File # Vendor Category Payment Status Total Uploaded