Scan Master
For Review · scans from Scan Dump, read and split into documents. Nothing is filed until you approve it.
Waiting for you
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Filed this week
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all approved by you
Needs Review
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held with a note
Possible duplicates
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held, not filed
0 selected
Amber edge = give it a glance first. Duplicates, new folders and missing dates are never included.
Once every document from a scan is handled, the original scan moves to File Cabinet 2026 › Scanned Originals. Nothing is ever deleted.
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Only invoices you marked Paid in Bill Pay show here. Unpaid ones stay in Accounts Payable.
Filing moves the invoice out of Accounts Payable (via boshbilling) into the folder you pick. Bill Pay's PDF button keeps working. Scan Master never changes Bill Pay.
Activity Log
Every change, newest first. Also in the "Scan Master Log" sheet in File Cabinet 2026.| When | What | Vendor | Bill date | Amount | Paid note on bill | File name (✎ to rename) | Filed in / detail |
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Filing rules
What Scan Master follows. Rules you teach it with "Remember this" are listed below.BR-FILE-01142697 E 192nd = Farm · 40711 W 88th = ShopTells utility bills apart (PWSD Farm / PWSD Shop, Evergy › Shop).
OnBR-FILE-003A sheet with a big X separates documentsSeparator sheets are left out.
OnBR-FILE-013Names follow the folder's own styleMonth folders get "September". Invoice folders get "<invoice #> pd 9-22" from the handwritten paid note.
OnBR-FILE-014The year it was paid picks the cabinetA December bill paid in January goes in the new year's cabinet, the same way 2025 and 2026 were filed.
OnBR-FILE-007No full account numbers or balances in names or the logLast 4 digits at most.
OnBR-FILE-006Possible duplicates are held, never filed twiceSame name already in the folder, or same vendor + bill date + amount already filed.
OnBR-FILE-009First 2027 document → File Cabinet 2027Created with the same folders as 2026, no files.
OnRules you taught
Saved when you tick "Remember this" while filing.| Vendor | Account | Location | Always files to | Since |
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