The Documents page
Tabs, search, filters, and bulk actions.
Updated October 29, 2026
Documents is where everything you've sent CostCrunch ends up.
Tabs
| Tab | What's in it |
|---|---|
| All | Everything except archived documents |
| Invoices | Supplier invoices |
| Quotes | Quotes and bids. See Compare quotes. |
| Statements | Account statements. See Statements. |
| Credits | Credit memos and returns. See Credits. |
| Other | Order confirmations, receipts, and everything else. See Other documents. |
| Archive | Documents you've archived |
Hover Documents in the sidebar to jump straight to a tab or a status.
Search and filters
- The search box searches the current tab.
- The date picker narrows to a date range.
- The filter button filters by Supplier, Project, Status, and Document type.
Bulk actions
Tick the checkbox on any rows to see what you can do with them:
- Change to … a new status
- Archive (or Delete from the Archive tab), and Restore
- Reprocess N selected
- Export N selected: Download as Files or Export to Accounting
- On quotes: Compare N Quotes
Didn't answer your question?
Email [email protected]