Product Guides
Articles in the Product Guides category.
November 2, 2026 • 6 min read • Product Guides
Drive search: find any document fast by name, tag or 'pdf invoices last month'
Learn how Drive search works across Company, My and Shared documents, how smart phrases become filters, and how to share a filtered view.
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November 1, 2026 • 6 min read • Product Guides
Upload files to Drive: the 500 MB limit and blocked files
How to upload files to Aicountly Drive, the 500 MB per-file limit, which files are blocked and how to cancel, skip and retry failed uploads.
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November 1, 2026 • 6 min read • Product Guides
Key persons in Manage: keep directors, partners and your auditor's contacts in one list
Add directors, partners, an auditor and a company secretary to each company in Manage, so the right contact is one search away at filing time.
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October 31, 2026 • 6 min read • Product Guides
Recurring bills in Billing: set the rule, then raise each invoice yourself
How Billing's Recurring bills screen lists due rules, what Raise it posts to Smart Books, and why nothing is ever billed unattended.
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October 31, 2026 • 6 min read • Product Guides
Print Assets in Manage: upload a signature, stamp or UPI QR once and use it on every invoice
Keep your signature, company stamp and static UPI QR in one library in Manage, then pick them in Smart Books. Learn the file limits, who can upload and how...
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October 30, 2026 • 5 min read • Product Guides
Drive Admin Reports: check legal holds and import jobs in one place
Read Drive's Admin Reports page: which documents are on legal hold, who can see the report, and how to follow your import jobs.
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October 30, 2026 • 5 min read • Product Guides
Notes version history and Trash: restore an earlier version or recover a deleted note
How to read and restore earlier versions of a note in Aicountly Notes, and how Trash lets you recover a deleted note before it is removed for good.
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October 30, 2026 • 6 min read • Product Guides
Document retention in Drive: retention rules and legal hold for records you must keep
How to set a retention class, a Retain until date and a legal hold on documents in Drive, and what protects them in Trash.
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October 30, 2026 • 5 min read • Product Guides
Packing lists in Inventory: pack goods for a consignee, then lock, unlock or unpack
How a packing list in Aicountly Inventory holds boxed goods apart from available stock, and how its Open, Locked, Consumed and Unpacked states work.
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