Transaction attachments

Add attachments to transactions to keep an extra level of detail. Add receipt images or other files such as warranty info or a manual for an item purchased.

List View

Transactions view

Editing layout info:

Edit Attachments

Add an attachment:

  1. Tap on the transaction you want to add an attachment to view its details.
  2. Towards of the bottom of the transactions info, tap on "Add Attachment" to add an attachment to the transaction. You will be able to add images by taking a picture or choose from your existing pictures.
  3. Tap "Save" to save the transaction.
  • Tap "Cancel" to cancel any changes made to the transaction.

Save/export an attachment:

  1. Tap the transaction that has an attachment that you want to save/export to view its details..
  2. Tap the attachment that you want to share then tap Action Button on the upper right to be shown a menu of actions for the attachment.

Delete an attachment:

  1. Tap the transaction that has an attachment you want to delete to view its details..
  2. Swipe left on the attachment you want to delete and then tap "Delete".
  3. Tap "Save" to save the transaction.
  • Tap "Cancel" to cancel any changes made to the transaction.

Note Note: When you add an attachment to the program a complete copy of the original is made and stored in your file. You do not have to keep the original file outside of the program as your file for the program will have its own a copy of it.

Tip Tip: When viewing transactions you can easily identify which transactions have attachments by looking for a Paper Clip below the dates of transactions.