Falaah Falaah AI

Finance Documents

Browse, search and export every finance document in Muin, such as every bank statement from last quarter, filter by type, status, tag and date, and understand how a document attaches to a transaction.

Finance Documents is the explorer over every financial document in your workspace, with the filters you need to find one and the export you need to hand a list to somebody else.

When you’d use this

  • An auditor asks for every bank statement in a date range.
  • You want the invoices tagged for one project, as a spreadsheet.
  • You need to compare two contracts or two statements side by side.
  • A number in Spend Analytics needs checking against the source document.

Find a document

  1. Open Finance Documents at /finance/documents. It has no sidebar entry of its own: reach it from a Spend Analytics drill-down, or from the Documents module filtered to finance.
  2. The screen opens pre-filtered to the finance document types: invoices, purchase orders, expense reports and bank statements.
  3. Narrow it:
    • The search box takes a filename, or a tag:value pair.
    • From date and To date limit the range.
    • Type:, Status: and Tags: chips toggle on and off. Clear Filters resets them.
    • Field Filters filters on the fields extracted from the documents themselves, with a count badge and Clear all.
  4. The table shows Filename · Type · Status · Created · Updated by default, 50 rows a page, newest first. Use the column picker to add any extracted field as a column.
  5. Click a row to preview it. Double-click to open the full document.

Export or compare

  • Export offers CSV and Excel. The download arrives as documents_export.csv or .xlsx.
  • Select two or more rows and Compare & Synthesize appears. It reads the selected documents together and answers questions across them.

How a document attaches to a transaction

Two mechanisms, and which one applies depends on the transaction:

  • A direct link on the transaction. An expense carries its receipt document, a purchase order carries its document. Attach these from the transaction, not from this screen.
  • A general attachment link. Any document can be linked to any record, with a relationship type of attachment, reference, version or supporting, a description, and a primary flag.

The document itself does not carry a transaction id. The link always lives on the transaction or in the link record, which is why you attach from the transaction’s own screen.

What it affects

  • Nothing on this screen changes a transaction. It finds, previews and exports.
  • What a document’s extracted fields say does affect Spend Analytics, which reads amounts and categories from them.
  • Changing a document’s status moves it between the Status: chips here and in the aging buckets.

When it goes wrong

What you see What it means How to clear it
“Unable to load documents” / “The document list could not be loaded. Retry, or check back shortly.” The document service did not answer. Click Retry.
“No documents found” in the table Your filters exclude everything. Clear the type, status, tag and date filters, then narrow again one at a time.
An export that never downloads The export failed. There is no toast for this, so the only sign is nothing arriving. Narrow the filters to a smaller set and export again.
“Session expired. Please log in again.” Your session ended mid-export. Sign in again and re-run the export.
A document with no extracted-field columns That document type has no extraction schema, so there is nothing to show beyond the standard columns. Use the standard columns; the file itself is still there.

Next step