# Documents

### How documents get into Kick

Documents land in the Documents tab from several sources:

* **Direct upload** — Drag and drop files or click **Add Document** to browse from your computer.
* **Receipt forwarding** — Clients can forward receipts via email or text to a dedicated Kick address. These appear in the Documents tab automatically and are matched to transactions when possible.
* **Integration syncs** — Receipts from connected integrations (e.g., Ramp) sync automatically and are matched to their corresponding transactions.
* **Task attachments** — Files uploaded to a Task are stored in the Documents tab and remain linked to the Task.
* **Reconciliation** — Statements uploaded during the reconciliation flow are stored here.
* **Universal Importer** — Files uploaded through the importer are stored in the Documents tab. You can also select existing documents from the Documents tab when starting an import.

{% hint style="info" %}
**Tip:** The **By** column shows the source of each document — whether it was uploaded manually, forwarded via email/text, or synced from an integration. Use the **By** filter to quickly isolate documents by source.
{% endhint %}

***

### Document classification

Kick automatically classifies uploaded documents by category and period, reducing the need to manually sort and tag files.

#### Categories

Each document is assigned a **document category** that describes what it is. Categories include top-level types like Account Statements, Receipts, Financial Statements, Tax, and Payroll, with subcategories underneath (e.g., Account Statements → Bank Statement, Credit Card Statement, Loan Statement).

Classification happens automatically on upload. You can also set or correct the category on any document by clicking into the category field on the row.

#### Period

Kick extracts the **period** (start and end dates) from each document automatically — the statement period for bank statements, the transaction date for receipts, and so on.

If the extracted period is incorrect, click into the Period column to update it manually.

{% hint style="info" %}
**Note:** If a document is misclassified, correcting it manually helps refine future classification accuracy.
{% endhint %}

***

### Columns

The Documents tab displays the following columns:

* **Upload date** — The date the document was uploaded to Kick.
* **File name** — The name of the uploaded file.
* **Document category** — The classified document type (e.g., Bank Statement, Receipt). Editable via a dropdown menu.
* **Period** — The extracted date range or document date. Editable inline.
* **Status** — The current state of the document: Imported, Reconciled, or Matched. Status icons are clickable — click one to jump directly to the importer, reconciliation, or matched transaction.
* **Account** — The financial account the document is associated with.
* **Matched transaction** — Shows whether the document is linked to a transaction. Click the link icon to view the match.
* **By** — The source of the document (person, integration, or Kick).
* **Entity** — The entity related to the uploaded document.

***

### Working with documents

#### Matching to transactions

Receipts and other supporting documents can be matched to transactions. When a receipt is forwarded to Kick or synced from an integration, Kick attempts to match it automatically based on amount, date, and counterparty.

To manually match a document, click the match field on the document row and select the corresponding transaction.

#### Bulk actions

Select multiple documents to update document categories or other fields in bulk.

#### Using documents in other workflows

Documents in the tab are accessible from other parts of the platform:

* **Reconciliation** — When starting a reconciliation, you can select statements already in the Documents tab instead of re-uploading them. → [Reconciliation](/close-workflows/reconciliation.md)
* **Universal Importer** — When importing historical transactions, you can pull files from the Documents tab. → [Importing historical data](/setting-up/universal-importer.md)
* **Tasks** — Documents attached to Tasks remain linked and accessible from both the Task and the Documents tab. → [Tasks](/close-workflows/tasks.md)

***

#### Sending receipts to Kick

Clients can send receipts directly to Kick without logging in:

* **Email** — Forward receipts to the workspace's dedicated receipt email address. Find this under your profile icon → **Receipt forwarding**.
* **Text** — Send a photo of a receipt to the workspace's dedicated phone number.

Forwarded documents appear in the Documents tab and are automatically matched to transactions when a match is found.


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