How to add an attachment to a transaction

You can add attachments to transactions in Wave. This article will walk you through the steps to take whether you have an existing transaction or not.

Upload an attachment to an existing transaction

Upload an attachment if you don't have an existing transaction

To upload an attachment to an existing transaction:

  1. Click Accounting on the left navigation menu, then select Transactions.
  2. Locate the transaction you want to add an attachment to and click on the dropdown menu to the right.
  3. Select Upload receipt.
  4. From the file browser that opens, select a file saved to your device.

Once the file is uploaded successfully, you will see a notification at the bottom of the screen.

To upload an attachment if you don’t have an existing transaction:

  1. Click Accounting on the left navigation menu, then select Transactions.
  2. Click on Add expense or Add income at the top right, and fill in the relevant transaction details.
  3. Click on the dropdown menu to the right of the transaction, and select Upload receipt.
  4. From the file browser that opens, select a file saved to your device.

If you are on a mobile device:

  1. Log in to Wave on your mobile web browser.
  2. On the Dashboard page, click on the Create a new button and select Transaction from the dropdown menu.
  3. Fill in the relevant transaction details.
  4. Click on the Receipt tab at the top of the transaction detail window and take a photo of your receipt, or select a file from your device.
  5. Click Save.

Learn more about uploading receipts to transactions.