Source Documents¶
Overview¶
Source Documents is an optional capability. It copies the files attached to posted invoices and credit memos in Business Central (supplier PDFs, scanned invoices) and links each file to the posted document it belongs to. From a G/L entry, vendor ledger entry or customer ledger entry you can open the original document, and AI assistants connected to your data can read it.
What Is Included¶
| Document type | Business Central table |
|---|---|
| Posted purchase invoices | Purch. Inv. Header |
| Posted purchase credit memos | Purch. Cr. Memo Hdr. |
| Posted sales invoices | Sales Invoice Header |
| Posted sales credit memos | Sales Cr.Memo Header |
- History: the last 24 months.
- Updates: with every data refresh. New and changed files are copied; a file deleted in Business Central is deleted here too.
- Access: the same people who can access your data.
Enabling It¶
Source Documents is not part of the standard capability set. Ask EV to enable it. See Source Documents (Vouchers) for how you open documents and what to check in Business Central first.