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Not everything that belongs to your books is an invoice or a receipt. A lease explains why a certain cost recurs every month. A set of board minutes justifies a decision that only shows up in the books months later. Rise Drive is where those live: material that is not a voucher itself, but that explains a voucher when someone asks.

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What goes into Rise Drive

Contracts

Lease, employment, subcontracting and financing agreements, along with their annexes and amendments.

Minutes and decisions

Board and general meeting minutes, resolutions and powers of attorney.

Calculations and background

Calculations, clarifications and any other material used to justify an entry.

Anything else accounting-related

Rule of thumb: if a document could one day explain an entry, it belongs in Rise Drive.

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How a document reaches Rise Drive

Through the same slot as everything else: send it to the Magic Box from the app’s home screen, your phone’s share menu, or your company’s Magic Box address. There is no separate upload. Magic Box recognises that the file is neither an invoice nor a receipt, and files it into Rise Drive. → Magic Box

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Folders

Rise Drive presents its contents as folders. Files are sorted into them automatically as they arrive, so there is no folder structure to maintain and nothing to remember to move into the right place.

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Who sees what

The admin grants additional access per user, so a single person can be given access to exactly the material their work requires. Auditor is a permission level of its own: an auditor can see the material but cannot upload, change or delete anything.
If you can’t find a document someone else uploaded, that’s permissions rather than a fault. Ask your admin for access to that material.

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Retention

Documents uploaded to Rise Drive are archived the same way as the rest of your accounting material. How long a document is kept depends on the type of material and on the accounting law of the country your company is registered in — typically somewhere between six and ten years. Your accountant team can tell you which periods apply to your company. Retention is a legal obligation, not a setting: material is not deleted before its period has run, even on request. The archive is tamper-proof, so a stored document cannot be altered afterwards.
Upload a contract to Rise Drive as soon as it is signed, rather than when an accountant asks for it. Then it is in place for the person who asks three years from now — who may be an auditor.

Magic Box

One inbox for every document — including the ones headed for Rise Drive.

Compliance

Data security, GDPR and the principles behind archiving.