Attach Documents to Transactions

This allows you to attach supporting documents—such as receipts, invoices, or payment slips—to transactions.
Uploading documents helps keep records organised and easy to review later.

Open the transaction

1. From the left-hand menu, open the relevant section:
   • Receipts
   • Payments
   • Sales Invoices
   • Bills (if applicable)
2. Click on the transaction you want to attach a document to

Upload a document

1. Inside the transaction, click Attachments or Upload
2. Select the file from your device
   • Example: PDF, image, or scanned document
3. Wait for the upload to complete

The document will be attached to the transaction.

View or download attached documents

• Open the transaction at any time to view attached files
• Click the document to download or view it

Notes

• You can attach more than one document to a transaction.
• Supported file types depend on your setup (PDF and images are commonly used).
• Documents remain linked to the transaction unless removed.