Uploading attachments to bank transactions
DF

David Franz

Created Nov 10, 2023

Uploading attachments to bank transactions

6
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Visit the Ember app

5 Steps
1

Click on Transactions

Click on Transactions
2

Select the transaction that you want to attach the receipt to

Select the transaction that you want to attach the receipt to
3

Drag and drop the file from your computer or you can click on the 'select files' to upload the file

Drag and drop the file from your computer or you can click on the 'select files' to upload the file
4

The receipt will show here once it has been uploaded

If you make a mistake and select the wrong file then you can easily delete it by clicking on the red X

The receipt will show here once it has been uploaded
5

Click on Save changes

Click on Save changes
Well done!
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