{"schema":"exacc.help.page/1","url":"https://exacc.au/help/attached-files/","title":"Find and manage attached files","description":"See every file uploaded to a business file, open the record it belongs to, download it, add notes, and upload files that are not linked to anything yet.","category":"Start & Users","summary":"Receipts, contracts and other documents you attach to invoices, bills, journals, contacts or projects are all listed in one place. Open **Manage › Configuration › Attached Files** (**Your files**) to search them, open the record each belongs to, download them or edit their description. Administrators only.","lastVerified":"2026-09-29","apps":["app"],"processIds":["attached_files"],"start":{"label":"Open Your files","url":"https://app.exacc.au/{dbId}/attached-files"},"menuPath":["Manage","Configuration","Attached Files"],"before":["You must be an administrator of the business file."],"steps":[{"step":1,"title":"Open Your files","body":["Open **Manage › Configuration › Attached Files**. **Your files** lists every upload with **Uploaded On**, **Uploaded By**, **Uploaded To**, **File Name**, **Linked To** and **Note**. Search by file name or description, or sort and filter any column."],"url":"https://app.exacc.au/{dbId}/attached-files","image":"https://exacc.au/help/attached-files/step-1.png"},{"step":2,"title":"Work with a file","body":["Open the ⋮ menu on a row:"],"fields":[{"name":"View Source","help":"opens the journal, bank transaction, invoice, bill or contact the file is attached to."},{"name":"Download","help":"saves the file."},{"name":"Edit description","help":"changes the note shown with the file; click **Update**."}]},{"step":3,"title":"Upload a file","body":["Click **Add file**, drop or pick the file, add a **Description** and click **Upload File**. One file at a time, up to 3 MB: PDF, images, Word, Excel, CSV, text, and ABA files.","Files uploaded here are **unassigned** (not linked to a record). To attach a file to an invoice, bill or contact, upload it from that record instead."]}],"related":["https://exacc.au/help/create-invoice/","https://exacc.au/help/update-business-details/"],"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."}