Attach a receipt or document to a transaction

Keep the receipt, bill or supporting document with the transaction it belongs to. Files are attached from the Docs column of the transactions table.

Before you start

• You can attach up to 5 files per transaction, each up to 5 MB.
• Allowed file types are .pdf, .jpg, .png and .docx.
• The drop zone is disabled on the Approved tab.

Attach a file

1. Open the company’s transactions and find the transaction. In the Docs column, click the dashed folder box to choose a file, or drag the file straight onto it.

   

2. The file uploads right away. The cell then shows how many files are attached, with a View link.

   

See what is already attached

1. Click View. The Attached documents panel lists each file with its File name, Size and an Action column.

   

2. Click the eye icon to open a file in a new tab.

   

3. Click the red bin icon to remove a file.

   

What happens next

• The file stays with the transaction, so anyone reviewing it later can see the backup.
• Removing the last file hides the files attached text and the View link, and the drop zone returns to its empty state.

Troubleshooting

• “Maximum of 5 files to upload”. Remove a file before adding another.
• The file is rejected. Check the type is .pdf, .jpg, .png or .docx and the size is under 5 MB.
• The drop zone does nothing. You are on the Approved tab.

Related

• Split a transaction across accounts
• Mark a transaction as billable