Find on Qonto is an easy way to locate relevant financial documents in Qonto, such as invoices or receipts, and match them with your transactions. It simplifies reconciliation by letting you quickly search and filter documents, and even suggests potential matches using AI. This aims to save you significant time and effort in your accounting workflow.
This feature is available for:
- All Qonto customers (excluding those with Employee access).
- All plans and markets, across Desktop, iOS, and Android.
How can I find my documents on Qonto?
To find documents such as supplier invoices, client invoices, and receipts, follow the steps below:
- Open the details view of any transaction.
- Click on Find on Qonto to search for matching documents across your account.
- Review the AI-enabled suggestions to quickly associate the right document with your transaction.
How can I filter documents in Find on Qonto?
You can filter your document search by:
- Upload date, using preset time periods (e.g., this month, last month).
- Custom date parameters for specific timeframes.