Activity and document history

Where to find it

Left navigation → Document history (Owners and Admins only)

✅ Common tasks

Browse and check an entry

1. Open the Document history page

2. Scroll down to load older entries automatically

3. Select an entry to expand its processing details

4. Open the linked invoice if one is shown

5. Download the stored document if a download link is available

Entries with no status badge were processed successfully — only Running, Filtered and Failed show a badge.

Find a specific document

1. Click the Search icon to open the title search field

2. Type a subject, filename, or attachment name

3. Review matching entries across all channels

4. Clear the search field to see all entries again

Search only matches the title, subject or filename — not sender email addresses.

Filter by source, status or date

1. Open the filter menu

2. Select a source, such as Incoming mails, Upload or PEPPOL

3. Optionally add a status filter

4. Choose a preset date range or pick custom dates

5. Clear a filter chip to remove just that filter

🔗 See also

• Getting documents into Cashfeed

• Filtered documents and duplicates

• Global search

• Incoming invoices

• WhatsApp for Cashfeed