{"schema":"exacc.help.page/1","url":"https://exacc.au/help/attach-files-to-transactions/","title":"Attach receipts and files to transactions","description":"Attach receipts, invoices and other files to a journal or bank transaction, keep loose files in Your files, and capture receipts with the mobile app.","category":"Accounting","summary":"Save the journal or bank transaction, click **Files**, then **+ New File**, add a **Description** and drop the file in. All your files are listed under **Your files**. On the mobile app, take a photo or record an audio note in **Files**.","lastVerified":"2026-10-09","apps":["app","mobile"],"processIds":["mobile_files_capture"],"start":{"label":"Open Your files","url":"https://app.exacc.au/{dbId}/attached-files"},"menuPath":["Manage","Configuration","Attached Files"],"steps":[{"step":1,"title":"Attach a file to a transaction","body":["Open the general journal or bank transaction and save it first (Exacc says \"You need to save the journal before you can upload files\"). Click **Files**, then **+ New File**, enter a **Description** and drag the file in, or click to choose it.","Use PDF, Word, Excel, PNG, JPG or CSV files of up to 3 MB. GIF, SVG and text files are not accepted."]},{"step":2,"title":"See all your files","body":["**Your files** lists every file with when and by whom it was uploaded and what it is linked to. **View Source** opens the transaction, **Download** saves the file and **Edit description** changes its note. **Add file** uploads a file that is not linked to anything yet."],"url":"https://app.exacc.au/{dbId}/attached-files","image":"https://exacc.au/help/attach-files-to-transactions/step-2.png"},{"step":3,"title":"Capture receipts on the mobile app","body":["In the mobile app open **Files**: choose a file, take a photo with **Add Picture**, or record an audio note of up to 2 minutes. Files you add this way are not linked to a transaction (up to 10 MB; up to 3 MB when added to a record)."]}],"sections":[{"heading":"Linking a loose file later","body":["A file uploaded without a transaction cannot be linked to one afterwards yet. Download it and attach it to the transaction with **Files**."]}],"related":["https://exacc.au/help/add-bank-transaction/","https://exacc.au/help/create-general-journal/","https://exacc.au/help/attached-files/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}