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E-Documents

The E-Documents page lists every document captured in the archive — not only the ones that became invoices. A spool that failed early, or a document type that never produces an invoice, is still here. It is the archive browser next to the E-Invoicing list, which shows only invoices.

Each row is a document as it was received; open it to see the archived source spool and, when the document became an invoice, the generated UBL — both formatted and downloadable.

At a glance​

E-DocumentsActivity · Customer · Source filePeriod rangeDOCUMENTTYPECUSTOMERAMOUNTDOC DATESOURCE FILE→ PA26000001CG00005RIACME Distribution4 500,002026-07-02SPOOL_4281.xml✓26000002CG00005RIBeta Industries1 280,502026-07-02SPOOL_4281.xml✓26000003DL00005DLGamma SARL—2026-07-01SPOOL_4280.xml—Open a document →Archived source spool — formatted · downloadableGenerated UBL (if it became an invoice) · downloadable

What each row shows​

The default columns are the archive fields: document number, type, company, activity, sub-type, a send-to-PA flag, customer, amount, document date, archive date, source file and the PA UUID. Filters cover activity, customer, source file and the usual period range.

Columns and filters are configurable from Settings → List Views → E-Documents — the same list-view mechanism used elsewhere, so you can pin the columns your team scans and hide the rest.

Opening a document​

Clicking a row opens a viewer with two panes:

  • Archived source spool — the document exactly as it was received, before any transform.
  • Generated UBL — present when the document became an invoice; the UBL that was produced and sent.

Each pane is shown formatted and can be downloaded, named after the document. A document that failed before producing UBL shows only the source spool — which is precisely what you need to see why.

Query it over REST​

The same archive is reachable from an external application through GET /api/list-documents (documented in the built-in API reference), with per-document endpoints for the source spool and the generated UBL. It is the integration point for a downstream system that needs to pull an archived document without going through the UI.

Access​

The page follows the same company / role access rules as the E-Invoicing list — a user sees only the companies their role allows. Grant the page to a role from Settings → Roles (under Navigation); it is not visible until granted.

Tips & best practices​

  • Start here when a spool "disappeared". If a document never reached the invoice list, E-Documents shows whether it was archived at all and lets you read its source spool to find the reason.
  • Pin the columns you scan. Configure the E-Documents list view once (Settings → List Views) so the archive opens on the fields that matter to your team.
  • Use the REST endpoint for downstream pulls. /api/list-documents gives an external system the same archive without screen-scraping.