Receipts — Attach Files to Transactions
Overview
Section titled “Overview”Receipt attachments let you store digital copies of receipts, invoices, and other documents alongside your transactions. This is a Pro feature.
Supported File Types
Section titled “Supported File Types”- Images — .jpg, .jpeg, .png, .gif, .webp, .heic
- Documents — .pdf, .docx, .xlsx
Maximum file size: 10 MB per file. You can attach multiple files to a single transaction.
Attaching a Receipt
Section titled “Attaching a Receipt”- Open a transaction on the Transactions page
- Click the Attach button (paperclip icon) in the detail panel action toolbar
- Drag and drop a file onto the upload zone, or click to browse
- The file uploads and appears in the attachments list
Receipts save automatically — no need to click Save.
Viewing and Downloading
Section titled “Viewing and Downloading”In the attachments list below the upload zone:
- Click the filename to download the file
- Click the download icon to save a copy
Deleting a Receipt
Section titled “Deleting a Receipt”Click the trash icon next to any attachment to delete it. This cannot be undone.
Bulk Receipt Export
Section titled “Bulk Receipt Export”On the Transactions page, click Export in the toolbar, choose the Receipts scope, and export. This downloads a ZIP file containing all receipt attachments for the currently visible (or selected) transactions.
Receipt Indicator in Table
Section titled “Receipt Indicator in Table”Transactions with attachments show a paperclip icon in the table. If a transaction has multiple attachments, a count badge appears next to the icon.
Related Guides
Section titled “Related Guides”- Transactions — manage transactions and their attachments
- Licensing — receipts require a Pro license