You can easily add or remove personal notes and receipt attachments—such as photos or PDFs—directly within the app. Keeping these supporting documents neatly arranged helps ensure your business records stay completely accurate and organised for tax season. To manage your transaction details, simply open the app, head to your transaction history, and select the specific payment you want to update. From there, you can add new details or delete existing files in seconds. 📄
How to add notes or attachments
If you want to keep a digital backup of a receipt or an invoice, follow these steps to add it to a past payment:
Open the app and head to the Home tab. 🏠
Tap See all next to your recent transactions to view your full history.
Tap the specific transaction you want to update.
Tap Add note to type out a quick description or a helpful reminder.
Tap Attach to upload your paperwork. 📸
When adding a document, you can choose to take a brand-new photo of a physical paper receipt, select an existing image from your device's photo library, or upload a digital PDF directly from your saved files (up to a maximum size of 5MB).
How to remove notes or attachments
If you ever need to change your records, fix a mistake, or swap an incorrect file, you can remove notes and attachments just as easily:
Open the app and head to the Home tab.
Tap See all to open your transaction history.
Tap the transaction containing the note or file you want to clear.
Tap the bin icon (🗑️) in the top right-hand corner of the note or attachment you want to delete.
The app will instantly remove the text or file from your transaction history, keeping your business accounts perfectly tidy and up to date. ✅