How to Add an Attachment to Transactions

To add an attachment to an Income or Expense transaction, follow these directions:

 

attach1.png

 

1) Click on the transaction that you would like to add an attachment to.

2) Click where it says "Attach."

 

NOTE: Depending on what type of computer you are using, this "file upload" view will look slightly different, however the functions should be the same.

 

3) Select the file that you would like to attach.

4) Click "Open."

 

 

5) Click "Save" to save this attachment.

or

6) If you clicked on the wrong file by accident, simply click "Change" to select a different file.

 

Please keep in mind that only the following file types can be attached at this time: .jpg, .jpeg, .png, .gif,

 

NOTE: Attaching this file may take 30 seconds or more depending on your internet connectivity, so please be patient. Once the image is attached a little camera logo as shown here " " will show up to the left of the transaction.

 

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