File Manager Dashboard

Synkli Mobile App User Guide for File Manager

Introduction

Welcome to Synkli's File Manager! This feature is your go-to option for saving tax-related reports and documents that need to be shared with or received from your accountant.

Accessing the File Manager (FMD)

To access the File Manager (FMD), navigate through one of the following paths:

  • tick-icon-for-li
    Main Screen of the App
  • tick-icon-for-li
    Left Navigation Bar
  • tick-icon-for-li
    Button Navigation Bar

File Manager Dashboard

Upon entering the File Manager, you will see a space-identifying widget that displays your total storage capacity and the amount of storage used. Each new user is allotted 2GB of storage on the Synkli cloud.

Storage View Widget


The Storage View Widget provides the following information:

  • tick-icon-for-li
    Total Storage: The total storage space available on your account.
  • tick-icon-for-li
    Used Storage: The amount of storage space currently used.

Folder Structure


Below the storage view widget, you will find three main folders:

  • tick-icon-for-li
    User’s Folder
  • tick-icon-for-li
    Accountant’s Folder
  • tick-icon-for-li
    Authorised Folder

Recent Activity Section


This section shows your recent activity, including files you have shared and received.

file-manager-dashboard--recent-activity-section

Managing Files

Adding Files to User Folder


To upload new files:

  • tick-icon-for-li
    Tap the Add button located at the top right corner.
  • tick-icon-for-li
    Select a file from your file browser.
  • tick-icon-for-li
    Hit Done to upload the selected file. The file will be available in the User’s Folder.

Conclusion

Synkli’s File Manager makes it easy to manage, share, and sign documents securely and efficiently. Enjoy seamless interactions with your accountant and keep your tax-related documents organised.

On this page

    Was this article helpful?


    Data sharing and management accounting software tailored for business owners and accounting professionals. Our innovative platform seamlessly integrates with your workflow, simplifying bookkeeping, invoices, and financial reporting. Whether you're a small business owner or a seasoned accountant, Synkli provides the tools and insights you need to manage finances efficiently, track expenses, and maximise profitability. Experience the difference in accounting efficiency today.

    © Copyright 2024. All Rights Reserved.