Having a proof of purchase document against transactions isn’t just handy, it’s important for compliance. In Essentials, you can attach your files against your Spend money transactions as a reference to come back to, whenever you need. Then you can link your Spend money attachments to your Bank transactions – making it even easier to manage your purchases. UI Expand |
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title | Attaching files against your Spend money transactions |
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| Attaching files against your Spend money transactions- Go to your Spend money of choice
- Select Attachments
- Upload a document by dragging and dropping into the box, or browsing your computer for files.
Now that you’ve attached your file, you can link it to a bank transaction. |
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title | Linking files to Bank transactions from Spend money |
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| Linking files to Bank transactions from Spend money When you attach a file to your Spend money, you can match it to a Bank transaction. Here’s how: - Click Attachments in your Spend money of choice
- Upload by dragging and dropping, or selecting a documents from your files
- Go to Bank Transactions
- Select the transaction you’d like to link
- Hit the drop down arrow
- Select Match transaction
- Your Spend money transaction should appear
- Click on the checkbox to select the Spend money
- Click save.
This transaction (with its attachment) will now appear against your Bank transaction as well as your Transaction history. |
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title | Linking files to Spend money through Bank transactions |
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| Linking files to Spend money through Bank transactions When you select a certain expense account, Essentials will recognise your transaction and create a Spend Money transaction for you. Here’s how: - Go to Bank transactions
- Select Allocate me
- Fill in your details and choose your expense account
- Click save
- Attach your file through Attachments
This Bank transaction (with its attachment) will create a Spend money for you and will also appear in your Transaction history. |
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