Attach Files to a Transaction

Attach receipts, photos, and other documents to a transaction.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
Click Add or on the same row as the appropriate transaction.
Click Add Attachment.
Optional: Click View allowed file types to make sure your attachments will be accepted.
Click Choose File.
Locate and select the file you want to attach.

Note: The file must be 20 MB or less and must be in an acceptable format.
Give the file a descriptive name.
Optional: Add notes to further define what the attachment is for.
Click Save.
The file will remain attached until you delete it.
If you need to attach another file, complete these steps again. If you're finished, click Done.

Edit a Transaction's Attachment

Edit the information of a file attached to a transaction.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Recurring Transactions.
Click on the same row as the appropriate transaction.
Click and select Edit.
Make any necessary changes, then click Save.
Click Done.

Delete an attachment from a transaction.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Recurring Transactions.
Click on the same row as the appropriate transaction.
Click and select Delete.
To confirm, click Delete again.
Click Done.

Download an attachment to your computer to view later.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
Click on the same row as the appropriate transaction.
Click the name of an attachment to download its file.
Browse and locate the downloaded file.
Optional: Double-click the file to view it.