Attaching documents to bank transactions

To attach a document to a bank transaction

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction you want to attach a document to.

3. 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. To view or delete an attached document, see below.

To view, save or print an attached document

After you've attached a document to a bank transaction, here's how to view it:

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction with the attachment.
3. Click the attachment to view it. The attachment will display in a new web browser tab.
4. Print or save the document as required.

To delete an attached document

Deleting an attachment from a bank transaction means you'll no longer have access to the attached document. If you'd like to retain a copy of the document before you delete it, view the attachment (as described above) and save a copy.

1. From the Banking menu, choose Bank transactions.
2. Click the down arrow next to the transaction with the attachment.
3. Click the delete icon for the attachment.
4. Click Delete to the confirmation message.