Can I attach documents to my a bank feed transactionstransaction? Yes, now you sure can. The process is simpleHere's how: 1) From your dashboard, go to ‘Banking’ 2) Click on ‘Bank transactions’ 3) Select your transaction 4) Click on ‘Attachments’ 5) Upload your documents. Make sure the documents you upload are less than 10MB and are either PDF, TIFF, JPEG or PNG files. Image Removed - From the Banking menu, choose Bank transactions.
- Click the down arrow next to the transaction you want to attach a document to.
- Click Attachments.
Attach the document. There's a couple of ways to do it: - Click browse for files, select the document to be attached then click Open.
- Click and drag a file from your computer and drop it into the transaction.
The document is attached to the transaction. For more details (and pics), see Attaching documents to bank transactions. |