Please can someone tell me how to add an attachment to a bank transaction? When I ask for "AI" help, it says just hit Add Attachment. Well that no longer exists!

Hello there, sdmorren.

To attach a file to a bank transaction, select the specific transaction under the For Review tab, which the AI also suggests. Here's how:

1. Go to the Dashboard.
2. Choose Accounting, then select Bank Transactions.
3. Under the Bank Transactions tab, select the specific bank.
4. Once selected, click the For Review tab.
5. Select the transaction by checking the box, then click to attach the invoice or other documents. Supply also the necessary tab.
6. Click Add attachment, then select Confirm.

If your bank transaction has already been Categorized, click on the specific transaction under the Assigned to tab. Select Add attachment to attach the invoice or relevant document, and then Save.

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