Documentation Index
Fetch the complete documentation index at: https://preflight-ee1e633f.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Finance teams need clean paper trails: invoices for accruals, receipts for reimbursements, and tax IDs that match what is on file with vendors. Keep addresses and VAT numbers current before month-end close.
Where to find invoices
Navigate to Settings → Billing → Invoices for PDF copies and line items. Download CSV or structured exports if your ERP ingests them automatically.
Line items
Verify seat counts and add-ons against internal headcount reports. Discrepancies often trace to deactivated users still occupying paid seats until the next true-up.
Tax and VAT
Update tax IDs before renewal to avoid delays. This demo does not constitute tax advice—run final numbers past your accounting partner, especially for cross-border entities.
Reverse charge and treaties
Document which party remits VAT or sales tax for each entity. Store evidence with the invoice PDF for audit readiness.
Receipts
Card charges include a receipt link suitable for expense tools that accept emailed PDFs. Forward receipts immediately after charge—matching six months later is painful.
Corporate cards
If the cardholder rotates, update billing profiles so receipts reach the person who must attest to expenses.
