Add Documents to a Bank Transaction
Learn how to attach documents to a transaction in your bank statement.
Company A needs to have bank account information aggregated on the same platform to streamline the bank and accounting reconciliation process for its accounts. Through this feature, you can include documents in various formats for each of your bank transactions, thus benefiting from integrated information for more agile reconciliation.
Step 1
Access the Financial Management area.
Step 2
Select the banking institution.
Step 3
Select the bank account.
Step 4
Select the bank transaction to which you want to attach a document.
Step 5
Click on Edit Transaction.
Step 6
Click on the document folder icon and then on Attach Documents.
Step 7
Import the document(s) to include.
Step 8
Click on Send and the file will appear in the list of documents associated with the transaction.
And that's it! You have just included your first document in a bank transaction.