Add and manage attachments

Attachments are a great way to keep track of any documents you have for sales invoices or money in and money out transactions. You can attach files when you create a transaction.

You can add the following file types:

  • PDF
  • GIF
  • JPG
  • JPEG
  • PNG

You can add multiple files to each transaction. Maximum file size is 2.5MB.

Add an attachment

  1. Create the sales invoice, money in or money out transaction.
  2. Click the Attachment button.
  3. Click Upload files.
  4. Browse to where you saved the file, click the file, and then click Open. You can also drag and drop attachments into the transaction.
  5. To add another attachment, click Upload files again and repeat the previous step.
  6. Save your transaction.

View and manage attachments

  1. Browse to money in or money out transaction.
  2. Click the Attachment button.
  3. Review and add attachments as needed, or click the file name of an attachment to view it. When viewing an attachment, you can zoom in and out, rotate images (for example, if you uploaded an image from your phone that needs to be rotated), or download attachments.
  4. To remove an attachment, click the Delete button, and then click Delete.