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November 15, 2023

View new features and enhancements released on November 15, 2023.

Attachments

Store receipts, tax forms, contracts, and other documents securely. Upload and attach files to your transactions, invoices, and vendors. You can attach files as you enter information for the first time, or click the paperclip icon to attach files to an item that already exists.

image showing the File, Name, and Notes fields within the Add Attachment tab

Need to view an attachment? Click the paperclip icon on your list of transactions, invoices, or vendors. Then, click the name of the appropriate file to download it.

image showing where to locate the paperclip icon and what it opens when you click it