# Attachments (https://docs.carlio.app/docs/transactions/attach-files-to-a-transaction)

Store a bank slip, an invoice or a receipt with a ledger entry



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

## Requirements [#requirements]

* 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.

## Limits [#limits]

| Rule            | Value                   |
| --------------- | ----------------------- |
| Files per entry | 3                       |
| File size       | 10 MB at most           |
| File types      | JPEG, PNG, WebP and PDF |

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 recording [#attach-files-while-recording]

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 entry [#attach-files-to-an-existing-entry]

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 file [#open-download-or-remove-a-file]

* 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**.

## Notes [#notes]

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