Document Manager

How to send invoices and receipts into clickBACON
If you don’t see the Documents module in your account, please reach out to your Account Representative or email us at support@clickbacon.com. __________...
Thu, Jul 10, 2025 at 11:45 AM
Set a Custom Email for Upload Replies
When a document is uploaded to clickBACON, we send a confirmation email back to the person who sent it in. That’s great when it’s a user on your team — but ...
Tue, May 13, 2025 at 10:05 AM
Understanding Document Manager Folders
Your Document Manager has several folders that show the status of your uploaded documents. Each folder has a specific purpose. Inbox Folder Ideal...
Tue, Sep 23, 2025 at 5:09 PM
Merging and Unmerging Documents
Sometimes documents are uploaded in a way that combines pages or groups that don’t belong together. For example, you might see multiple invoices uploaded as...
Mon, Sep 15, 2025 at 5:14 PM
Filing Documents
While we have created some default folders for you, you can also create custom folders which can nest into other folders giving you more control over your d...
Mon, Sep 15, 2025 at 5:57 PM
Document Auto-Push and Hold Rules
clickBACON is designed to automatically push documents to your accounting platform once they balance and contain items you’ve manually approved in the past....
Thu, Sep 18, 2025 at 1:49 PM
Collaborating on Documents
clickBACON gives you several ways to collaborate on documents, whether it’s with your team or with people outside your account.  To keep everyone on your te...
Thu, Nov 27, 2025 at 8:20 AM
How to Balance a Document
We carefully review invoices placed in the Ready for Review folder to ensure they are accurate and ready to be pushed to your accounting platform. If an...
Mon, Sep 22, 2025 at 11:43 AM
Editing Line Items & Categorization Mapping
Add or Delete a Line  You may need to manually adjust line items if a charge wasn't extracted, if items need to be "un-grouped," or if you ar...
Tue, May 19, 2026 at 2:09 PM
Reviewing and Approving Items in Documents
clickBACON is designed to help you quickly review and process invoices. When reviewing line items, you may see two different icons: New Item Icon  The...
Mon, Sep 22, 2025 at 12:05 PM