Attaching scanned receipts and documents to transactions
Sometimes its handy to add electronic notes or scanned images to a transaction to help clarification or as a way of collating your paperwork.
So for example you could attach a time sheet to an invoice transaction, or perhaps scan a lunch receipt and attach it to an expense transaction.
This process helps to keep all of your paperwork together in one place. So, we have added the facility to attach scanned paperwork (invoices, receipts etc) to income and expense transactions in the portal.
To do this, just press the ‘Attach’ icon on the row of the transaction you wish to process.Details