Attaching files against your Spend money transactions

1. Go to your Spend money of choice Open a Spend money transaction (from the Banking menu click Transaction history then click the reference number for the spend money transaction). 
2. Select Attachments
3. Upload a document by dragging and dropping into the box, or browsing your computer for files.

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Now that you’ve attached your file, you can link it to a bank transaction. 

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:

1. Click Attachments in your Spend money of choice choice.
2. Upload by dragging and dropping, or selecting a documents from your files.
3. Go to Bank Transactions Transactions.
4. Select the transaction you’d like to link link.
5. Hit the drop down arrow arrow.
6. Select Match transaction.
7. Your Spend money transaction should appear appear.
8. Click on the checkbox to select the Spend money money.
9. Click save Save.

This transaction (with its attachment) will now appear against your Bank transaction as well as your Transaction history.

Linking files to Spend money from 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:

1. Go to Bank transactions 
2. Select Allocate me 
3. Fill in your details and choose your expense account 
4. Click save 
5. 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.