Can I add attachments to a transaction?

« Back to all FAQs

Frequently Asked Question

Q: Can I add attachments to a transaction?

  Financials

Of course. Each transaction entered into the Income & Expense ledger has a unique "Trans #" associated. By clicking on the unique Trans #, you are taken to the Details page of the transaction. The default sub-tab in the details section of the transaction is "General". The sub-tabs to the right are "Related Lease", "Documents", and "Notes". Upon clicking on "Documents", you have the ability to "Add Transaction Documents". You can either upload documents directly from your phone, tablet, or computer, or drag n' drop multiple folders or files from your desktop. We limit the file size to 5MB per document.

comments powered by Disqus
Get Started For Free!