Attach an image file to an out-of-pocket expense

This article explains how to attach a saved image file or receipt to an out-of-pocket expense.

Attaching a file to an out-of-pocket expense

When you’re adding or editing an out-of-pocket expense, select ‘Choose from saved files’ in the ‘Attachment’ section.

Select the relevant file in the pop-up window and select ‘Attach selected file’.

If you attach a file which has had the date and amount automatically extracted, the relevant fields of the out-of-pocket expense will be automatically populated with the details. Find out more about how FreeAgent’s Smart Capture functionality works.

Please note:

• Attaching an image file to an out-of-pocket expense will remove it from the Files area of your FreeAgent account.
   
• Any file that was marked as ‘private’ will be visible to others on your account once you’ve attached it to an out-of-pocket expense.