Guard ACCMatters

G-2026-TEST2

Guardianship of TEST2

Matters

Matter documents

Track source records used for statements, imports, and ledger review.

Import Spreadsheet
Add documentAdd source metadata when a document is relevant to the accounting record.
Documents
TitleTypeSourceStatement periodStored fileLinksReviewAction
Receipt - ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********5532
EI-Paso-County-Receipt_Case-2026-CPR00315-Velez_Date-04-22-26.pdf
ReceiptNot setNot set
Stored
761.4 KB
2Linked
View
January USAA
20260111_BANK_USAA-CLASSIC-CHECKING_4604.pdf
Bank StatementUSAANot set
Stored
194.4 KB
52Uploaded
ViewRun Bank Statement Extraction
Receipt - ACH WITHDRAWAL 121525 EL PASO ELECTRIC ELECT BILL ***********0000
EI-Paso-County-Receipt_Case-2026-CPR00315-Velez_Date-04-22-26.pdf
ReceiptNot setNot set
Stored
761.4 KB
2Linked
View
Receipt - ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********2220
EI-Paso-County-Receipt_Case-2026-CPR00315-Velez_Date-04-22-26.pdf
ReceiptNot setNot set
Stored
761.4 KB
2Linked
View
Edit document metadataOpen only when source details need correction.