Completed
Completed
Your organised archive — searchable, grouped, and not deleted.
Sample data — same screens as the product demo, with room to learn below.
SarV-Ωm — Workspace
OverviewAction NeededBankInsightsReportsDocumentsUpload document
Needs ReviewOutstandingReceiptsCompleted (1)Recurring
Flow: Needs Review → Outstanding → Completed
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OrganisationUmbrella
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Search completed records…
Completed
Northside Energy — ElectricityPaid 28 May 2026
Amount $184.60 · Umbrella Home utilities
Archived after you marked it completed — still searchable for records and reporting.
Completed items move into a clean archive, so records stay available without cluttering today's work.
How this step works
What you're seeing
Completed is the clean archive for bills, invoices, receipts, and evidence you have already dealt with.
What to do
- Completed does not mean deleted — records stay searchable and organised.
- Use grouping and filters (umbrella, category, type) to find what you need later.
- This is where you confidently find what has already been dealt with.
Why it matters
A calm archive keeps today’s queues clear while preserving proof for you and your accountant.
What happens next
Open Insights to see patterns from reviewed records.
Note: After Review/Edit item, Completed is the next most important place to trust your records.