Attachments

An entry can carry up to three files as evidence. The files open from the detail drawer.

RequirementsCopy Anchor Link

• Attaching or removing a file requires the edit permission for transactions. Owners and managers hold it.
• Opening or downloading a file requires Financial Records Access.

A team member who may record entries but lacks the edit permission sees the note "Attaching files requires permission to edit transactions. An administrator can grant it." in place of the attachment area. The entry can still be recorded without files.

LimitsCopy Anchor Link

The dialog shows the count as a fraction of three. A fourth file is refused with the message that a transaction can carry at most three files.

Attach files while recordingCopy Anchor Link

1. Open the Record Transaction dialog and select More.
2. Drop files on Drop files here or click to browse, or select the area to choose files.
3. Complete the other fields and select Record.

The files upload after the entry is saved. When an upload fails, the entry stays saved and the dashboard shows an error. The files can be added again by editing the entry.

Attach files to an existing entryCopy Anchor Link

1. Open the row menu and select Edit.
2. Add files in the Attachments (Optional) area.

Each file uploads as soon as it is added.

Open, download or remove a fileCopy Anchor Link

• Select a row in the table to open the detail drawer. Select a file name in the Attachments section to preview it.
• Select the download button next to the file name to save the file.
• Remove a file in the Edit Transaction dialog. The dashboard shows the toast File removed.

The Attachments column of the table shows the number of files for each entry. The column can be hidden with Columns.

NotesCopy Anchor Link

• Deleting an entry deletes its files.
• Awaiting amounts carry files under the same limits.