Platform
The support attached to the entry it supports
A number is only as good as the document behind it. Varetiq keeps receipts and statements with the transactions they belong to, and asks for the ones that are missing.
- Attached to transactions
- Open request tracking
- Retained through the close
Document Vault/ Open requestsOpen requests appear in the Action Center until they are resolved.
- Open requests
- 7
- File attached anywhere
- Any
- Version history
- Full
- Sharing
- Scoped
Visible to whoever can resolve them.
Entry, invoice, bill, vendor, or period.
Replacements never overwrite silently.
Share a folder without opening the books.
Requests
Chasing paperwork without chasing people
Ask once, and Varetiq keeps asking politely. Requests carry the context — which transaction, which amount, which date — so the person receiving them knows exactly what to send.
In practice
- Requests tied to the specific transaction
- Reminders on a cadence you choose
- Escalation when an item goes stale
- Resolution recorded against the entry
Access
Share the folder, not the ledger
Lenders, insurers, and outside advisors often need documents but not your books. Scoped sharing gives them exactly the set they asked for, with an access log.
In practice
- Folder-level sharing with expiry
- Read-only by default
- Access log per shared set
- Revoke without deleting anything
Open the Document Vault
Browse folders and outstanding requests in the preview workspace.