<\/p>\n
Unlike clicking on other document types, such as receipts, I was unable to send the invoice directly from the platform or export it to send it through my own email inbox. Still, I could at least right-click on its listing in \u201cunfiled\u201d documents and move it to a folder of my choosing, allowing me to save it as an expense I could refer to later come tax time. This list was highly customizable, a theme I would experience while testing different features on the platform. For example, I could immediately use the search bar across the top of the screen to search my documents by keyword. And when I clicked \u201cfilter\u201d at the top of the screen, a drop-down menu appeared that allowed me to filter the documents stored by date added, source, folder, keyword search, category or date. Further, another \u201citem type\u201d button offered more filter options when clicked.<\/p>\n<\/p>\n