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Uploading attachments to bank transactions
Uploading attachments to bank transactions

How to add an attachment to a bank transaction

David Franz avatar
Written by David Franz
Updated over a week ago

Creation Date: November 10, 2023

Created By: David Franz

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If you wish to do so, you are able to keep your receipts within Ember by attaching them to a transaction.

To add these to a bank transaction, please follow the steps below.


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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

Still unsure?

If you are unsure then please reach out to our talented team of qualified accountants who are always on hand to offer expert advice as and when you need it.

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