Attaching documents to spend money transactions

To attach a document to a spend money transaction

1. Open a spend money transaction by either:
   • creating a new spend money transaction (Banking menu > Spend money)
   • opening an existing spend money transaction (Banking menu > Find transactions > click the reference number for the spend money transaction). 

2. In the lower section of the page, attach a document by either:

   • dragging and dropping the file into the attachment area, or

   • clicking browse for files to select one or more files.

3. When you're done, click Record.

The document is attached to the transaction. To view or delete an attached document, see below.

To view, print or save an attached document

1. From the Banking menu, choose Find transactions.
2. Find the transaction with the attachment.
3. Click the reference number to open the transaction.

4. Click the attachment to view it. The attachment will display in a new web browser tab.

5. Print or save the document as required.

To remove an attached document

Removing an attachment from a spend money transaction unlinks it from the transaction and returns the document to the In Tray. If needed, you can then link the document to a different transaction.

1. From the Banking menu, choose Find transactions.
2. Find the transaction with the attachment.
3. Click the reference number to open the transaction.

4. Click the delete icon for the attachment to be deleted.

5. Click Delete to the confirmation message. The document is unlinked from the spend money transaction and returned to the In Tray.

Need to delete the document from the In Tray? See Working with In tray documents.