Keeping your transaction records complete means more than just logging numbers. Attaching relevant PDFs or CSVs directly to each transaction ensures all supporting documents stay organized and easy to access. This guide shows you how to add attachments and filter for transactions that already have files, making audit prep, reconciliation, and reporting much more efficient.
Attaching files to transactions
Note: You can only upload files in PDF or CSV format when attaching them to transactions. Other file types are not supported.
From the side panel, navigate to the Transactions page.
While on the Transactions page, click on the Info button of a transaction.
Click on the Attachments tab, then click Browse, and select a PDF or CSV file.
Click Upload when ready.
Your file will be uploaded and appended to the transaction record under "Files" in the Attachments tab.
Finding transactions with files attached
Use the filters to discover transactions with files attached to them.
From the side panel, navigate to the Transactions tab.
Click on the Filter button on the Transactions page.
Search for "file" in the Filter Search field to locate the Files Attached filter.
Set the Files Attached filter to "Yes" and click Apply Filter.
Your transaction ledger will be filtered to only show transactions with files attached to them.
