Invoices for the Tax Advisor

At the end of the month, Martin opens Documents, filters by the category Supplier Invoice and by Invoice Date in March 2026, and has all of March’s supplier invoices in one list, wherever they were uploaded from. He does the same for Customer Invoice. See Search.

What the Bakery Has Now

Rosewood Bakery (cabinet, owned by the group Bakery Team)
├── Inbox
└── Files
    ├── Customer Invoice
    │   └── 2026
    ├── Hygiene Record
    │   └── 2026
    └── Supplier Invoice
        └── 2026

• All three people see every document in the cabinet.
• Each document has its metadata, so it can be found by supplier, customer, date or amount.
• Every archived document has an expiry date: invoices are kept until the end of the year 10 years after the invoice date, hygiene records 3 years after the record date.
• Clara approves the deletion of documents whose retention period is over. See Data Retention.

What’s Next

This setup grows with the bakery. Typical next steps:

• Payroll that only Clara and Martin may see: a second cabinet and a category that files into it.
• Access for the tax advisor: see Auditor Access and Full Data Export.