Finance documents

In Financeiro › Documentos (Finance › Documents), you store your finance paperwork: contracts, invoices, receipts, bank statements, tax forms, and more. People who can view finance can search and download; people who manage finance can upload, edit, and delete.

Upload documents

In the menu, open Financeiro and then Documentos.
Click Enviar documento (Upload document) or drag files onto the page.
Choose the Categoria (Category): Contract, Invoice, Receipt, Bank statement, Tax and tax form, Payroll, Report, or Other.
Optionally enter a Nome (Name), Descrição (Description), and Competência (Accrual period).
For contracts, also choose the Cliente (Client) and the Situação (Status): In negotiation, Active, Ended, or Canceled.
Confirm the upload.

Each file can be up to 50 MB.

Find and download

Use the category chips at the top to filter; they show how many documents are in each.
Search by name or description and sort by newest, oldest, name, size, or accrual period.
In the Contract category, you can also filter by status and client.
Switch between Ver em cartões (Card view) and Ver em lista (List view).
To send a file to someone, use Copiar link de 1 hora (Copy 1-hour link). The link opens without signing in and expires after one hour.

Edit or delete

People who manage finance can open Editar documento (Edit document) to change the name, category, description, accrual period, or contract details. The file stays the same; only its details change. To delete, use delete and confirm in Excluir este documento? (Delete this document?).

Frequently asked questions

Why does a contract show “Cliente sem acesso”?

That means "Client without access." The contract belongs to a client you don't have permission to see. The document appears, but the client's name is hidden.

Can portal clients see these documents?

No. People with a client role can't reach finance.

Why don't I see the Upload document button?

Uploading requires permission to manage finance. See Who can see finance.