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Document sets
How to create a document set
By creating document sets, you can easily organize documents and simplify your business management.
How to register documents belonging to a set at the TA
Don't waste time and start by registering all the documents belonging to a set in one go.
How to associate default sets in document types
Know how to associate default document sets with specific document types in your account.
How to manually communicate sets
Registering manually obtained sets codes is very simple.
How to enable annual document set creation
Creating new billing sets at the start of each calendar year is an essential procedure to keep your business accounting organised, clear, and legally compliant.