Jump to a section
Before you begin
Open the relevant Business workspace and locate the transaction, bill or record that the receipt supports. File actions and cloud availability vary by deployment.
Where should you upload a receipt?
Upload supporting files from the Business record you are editing, such as a bank transaction or associated accounting entry, where the attachment action is offered. That association is what makes the receipt useful at reconciliation and accountant handoff. Settings is for managing document storage and existing files, not a generic place to upload unattached receipts.
1. Find and attach the supporting file
- Open the imported bank transaction or Business record and confirm the date, merchant, amount and account.
- Choose its supported receipt or attachment action, select the document and check the preview.
- Save the record and confirm that the attachment now appears with the correct expense or source transaction.
- For reconciled, locked or closed-period records, follow the application's permitted correction workflow rather than bypassing accounting protections.
2. Manage stored documents
Use Business Settings document storage controls to review, download and remove existing files as permitted. Removing a file or deleting an associated accounting record can have different consequences. Confirm the attachment belongs to the intended record before cleanup.
3. Know what goes to the cloud
Original receipts are different from the encrypted financial-record metadata synchronized in D1. Optional Cloudflare R2 original-document storage is encrypted before upload but remains OFF unless the administrator allows it and the user opts in. If the option is unavailable, keep local originals and protect your separate documents backup.
4. Keep originals and accountant exports
A normal financial backup might not include every original attachment byte. When preparing an accountant package or moving devices, verify the documents export separately and ensure required source files remain accessible.
If you cannot find the attachment
Return to the transaction or bill that should own it, check local document storage and look for attachment status. Do not upload the same receipt repeatedly from Settings to try to create a link. Check bank reconciliation or accountant packages for the next step.
More help: Browse the Help Centre →