Create new document list

Do you need additional document lists, such as “Expenses”?

To create a new document list:


  • Go to a new blank sheet in your Excel file. You create a new blank sheet using the normal Excel functionality.

  • Click “Add New Sheet” in the sidebar.

  • Enter the name of the new document list and select a suitable type (e.g. incoming invoices).

  • Click OK. The new document list is created automatically.

Still need help? Message Us