Direct PDF Links for Detailed Verification
We're excited to introduce Direct PDF Links for Detailed Verification, a feature that makes it easier to integrate expense documentation with your accounting and payroll systems. By exporting secure, password-protected PDF links, administrators can provide direct access to expense documentation without manually sharing files. This feature improves traceability, strengthens security, and simplifies verification workflows for accounting teams, auditors, payroll administrators, and external stakeholders.
What Are Direct PDF Links?
Direct PDF Links allow you to:
- 📄 Export links to expense documentation
- 🔗 Connect supporting documents to accounting and payroll systems
- 🔒 Protect access using a password
- ✅ Verify transactions using unique serial numbers
- 🚀 Reduce manual document handling
Each exported link references a specific document and can be used for verification and audit purposes.
Key Benefits of Direct PDF Links
Effortless PDF Link Export
Direct PDF links can be exported into a text file and integrated into external systems.
Benefits include:
- 📄 Export multiple document links at once
- 🔢 Unique serial number identification
- 🔍 Easier document lookup and verification
- ✅ Improved audit trail
This allows accounting and payroll teams to quickly access supporting documentation.
Password-Protected Access
To enhance security, all exported PDF links are protected by a password.
Features include:
- 🔒 Global password protection
- 👥 Restricted access for authorized users only
- ✅ Secure document sharing
- 🔄 Automatic deactivation of previously exported links when the password is changed
This ensures sensitive financial information remains protected.
Getting Started with Direct PDF Links
Set Up Password Protection
Before exporting links, configure a password for document access.
- Navigate to:
Administration > Settings > Miscellaneous
- Locate:
Direct Password
- Choose one of the following options:
- Click Generate Password to create a secure password automatically
- Enter a custom password manually
- Click Save
✅ Password protection is now active.
Export PDF Links for Expense Documentation
Once password protection has been enabled:
- Navigate to:
Accounting > Export PDF Links
- Enter the serial numbers of the documents you want to export
- Click Export
✅ Expense generates a text file containing the selected PDF links.
These links can then be imported into accounting, payroll, or document management systems.
Test the Exported Links
To verify that the links are working correctly:
- Copy one of the exported PDF links
- Open an incognito/private browser window
- Paste the link into the browser
- Enter the configured password
✅ This confirms the document can be accessed securely by external users.
How Direct PDF Links Improve Verification
Faster Document Retrieval
Instead of manually searching for receipts and documents, users can access supporting documentation directly through the exported link.
Improved Audit Support
Auditors and finance teams can quickly review documentation connected to transactions.
Better Traceability
Each link is tied to a unique serial number, making verification fast and precise.
Reduced Administrative Work
No need to manually send PDFs or export documents individually.
Password Management
Changing the Password
Administrators can update the Direct PDF password at any time.
Important:
- 🔒 New password becomes active immediately
- ❌ Previously exported links are automatically deactivated
- ✅ New exports will require the updated password
This provides complete control over document access.
Common Use Cases
Accounting Systems
Link supporting documentation directly to accounting entries and verifications.
Payroll Systems
Provide access to reimbursement documentation and employee expense records.
Audits and Reviews
Allow auditors to access relevant supporting documentation securely.
Document Management
Integrate expense documents into existing document storage solutions.
Advantages of Using Direct PDF Links
⏱️ Time Savings
Provide instant access to documents without manual file sharing.
🔒 Enhanced Security
Protect documentation with centralized password management.
🔗 Seamless Integration
Connect Expense documentation to accounting and payroll workflows.
✅ Better Control
Manage access through a single password and revoke access instantly if needed.
💡 Best Practice Tips
- ✅ Use a strong password for document protection
- 🔒 Limit access to authorized users only
- 📄 Verify exported links before sharing externally
- 🔄 Update passwords periodically according to company security policies
- 📊 Keep a record of exported serial numbers for audit purposes
Frequently Asked Questions (FAQ)
What are Direct PDF Links used for?
They provide secure access to expense documentation through exported PDF links.
Are the links protected by a password?
Yes. All exported links require the configured Direct Password.
What happens if I change the password?
Previously exported links are automatically deactivated and will no longer work with the old password.
Can PDF links be integrated with accounting systems?
Yes. The exported links can be imported into accounting, payroll, and document management systems.
How do I verify that a link works?
Open the exported link in a private/incognito browser window and enter the configured password.
Summary
- 📄 Export secure PDF links to expense documentation
- 🔒 Protect access using a global password
- 🔗 Integrate documentation with accounting and payroll systems
- ✅ Verify transactions using unique serial numbers
- 🔄 Instantly revoke access by changing the password
- 🚀 Improve efficiency, security, and document traceability with Direct PDF Links