Document types and assets

A type names a kind of document, such as Insurance or Lease. Every organization starts with the same twenty, and none of them belongs to one country:

• Insurance, Licence, Permit, Registration, Certificate, Title deed
• Tax, Company filing, Contract, Lease, Guarantee
• Work permit, Residence permit, Visa, Passport, ID
• Warranty, Subscription, Service, and Other

A file that fits none of them goes in as Other. Pick a better type when you confirm it, or add one of your own.

1. Open SettingsDocuments and press Add type.

2. Type a Name, such as Fire safety certificate.

3. Press Add type. The type joins the list people pick from when they add a document.

Open a type to rename it or give it reminders of its own. See Reminders before a document expires.

Open a type you never keep and press Remove. People stop seeing it when they add a document.

An asset is a vehicle, a building or a piece of equipment your documents cover. A truck has its licence, insurance and fitness certificate. A warehouse has its lease and fire certificate.

1. Open Assets in the menu and press Add asset.

2. Give it a Name, such as Delivery truck, and a Kind.

3. Add its Number, such as a registration or serial number, and a Description such as “White Isuzu, Lusaka deliveries, fuel card ending 1234”. Both are optional, and both help SlipInbox match files to the asset.

4. Press Add asset.

Pick the asset under About on a document. Its line on Assets counts its documents and receipts.

Most kinds of asset come with documents to renew. A car needs insurance, road tax and fitness, and a truck or bus also needs a permit. A building needs insurance, a lease and fire safety, and land needs its title deed and rates. When you add an asset, fill in the date each document expires and SlipInbox adds the document with reminders. Add the files later.

An asset’s page lists its Usual documents. Press Add beside one you don’t have yet to add it with its date. Press Not needed when it doesn’t apply, such as a lease for a building you own. The Assets list shows how many each asset is missing.

When a receipt shows an asset’s number, such as a fuel slip with the truck’s registration, SlipInbox fills in the receipt’s asset for you, under Linked. It also picks an asset when the receipt clearly matches its name or description.

A line under the card says SlipInbox suggested it. Press Keep this asset to make it your own choice, or choose another. See Edit a receipt.

A document read from a file gets its asset filled in under About the same way, for you to check before you confirm.