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.

To upload an attachment to an existing transaction:

  1. Navigate to Accounting > Transactions
  2. Locate the transaction, and click on the small arrow to the right of the transaction to view the transaction details pane
  3. Click on the Receipt tab and either select a file or drag and drop the file
  4. Click Save

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

  1. Navigate to Accounting > Transactions , click on Add expense or Add income and fill in the relevant transaction details
  2. Click on the Receipt tab to select a file or drag and drop it
  3. Click Save

If you are on a mobile device:

  1. Login to Wave on your mobile web browser
  2. On the Dashboard page, click on the Create a new button and select Transaction from the drop-down menu, and fill in the transaction details
  3. Take a photo of your receipt or select an image from your photo library
  4. Click Save

For more information on uploading receipts to transactions refer to this article.