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Add an attachment to a transaction
Add an attachment to a transaction

Add supporting documents to transactions

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago
  1. Go to finance 

  2. Click on transaction

  3. Find the transaction on the appropriate day

  4. Hover over the transaction and click on the gear that appears at the end of the row 

  5. Click on Attachments. This will show all attachments link to this expense. 

  6. Click on add attachment 

  7. Enter Title

  8. Enter Description (Optional) 

  9. Select the file from your computer 

  10. Click add attachment

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