The vault
Folders
Every vault is organized into folders. Fourteen of them are created automatically when an account is opened — you can add your own and enable or disable a validation workflow per folder.
Updated on August 14, 2026
Two types of folders
System
Fourteen predefined folders created automatically when your vault is set up. They cover the most common Moroccan accounting needs. You can't delete them, but you can hide them.
Custom
Folders you create yourself: invoices from a specific supplier, a project folder, archives for a given fiscal year. They can be nested across multiple levels.
The fourteen system folders
Exhaustive list with, for each, its icon and the default status tracking setting.
| Folder | What it's for | Status tracking |
|---|---|---|
Purchase invoices | All invoices received from your suppliers. | Enabled |
Sales invoices | The invoices you issue to your customers. | Enabled |
Bank statements | Monthly statements and supporting documents for transactions. | Enabled |
Cash receipts | Tickets, receipts, and expense notes. | Enabled |
Fiscal documents | VAT, corporate tax, income tax returns and tax certificates. | Enabled |
Payroll documents | Payslips, social declarations, and monthly statements. | Enabled |
Social security documents | CNSS, AMO, and other social coverage declarations. | Enabled |
Leasing contracts | Long-term rental and lease-purchase contracts. | Disabled |
Employment contracts | Permanent contracts, fixed-term contracts, amendments, and offer letters. | Disabled |
Employee IDs | National ID cards and identity documents required for payroll. | Disabled |
Supplier contracts | Master contracts and purchasing terms. | Disabled |
Client contracts | Commercial contracts and signed terms of sale. | Disabled |
Legal documents | Articles of incorporation, meeting minutes, business registry extracts. | Disabled |
Other documents | The catch-all for documents that don't fit any other category. | Disabled |
Create a custom folder
From the vault root, click "New folder". Give it a name, choose an icon from the palette (more than forty Lucide icons available, in multiple colors), and, if needed, indicate a parent folder.
- The icon and color make it easier to spot the folder visually in the list.
- You can nest folders across multiple levels — for example, one folder per fiscal year inside an "Archives" folder.
- Creating or editing a folder requires the folder:manage permission. Read-only access requires folder:view.
Enable or disable status tracking
Every folder has a "Status tracking" switch. By default, it's enabled on folders where your agency must process each document (invoices, banking, fiscal, payroll) and disabled on archive folders (contracts, IDs, legal).
Tip
When tracking is enabled, every document goes through the full cycle: Draft → Pending → Processed. The agency can reject the document or request an action.
Note
When tracking is disabled, documents stay editable at all times and no frozen status applies. Handy for reference documents that are consulted but never processed.
Delete a folder
Custom folders can be deleted. The deletion is soft: the folder and its documents move to the trash for thirty days, leaving you time to undo if needed. System folders can't be deleted but can be hidden.