Attach an image file to an out-of-pocket expense, bill or bank transaction
This article explains how to attach a saved image file or receipt, to an out-of-pocket expense, bill or bank transaction.
You can attach a file to an out-of-pocket expense, bill, or bank transaction.
You can also convert a file into 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 that:
- 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.
Attaching a file to a bill
When you’re adding or editing a bill, select ‘Choose from saved files’ in the ‘Attachment’ section.
Select the relevant file in the pop-up window and select ‘Attach selected file’.
Please note that:
- attaching an image file to a bill 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 a bill.
Attaching a file to a bank transaction
When you’re explaining a bank transaction, select ‘Choose from saved files’ in the ‘Attachment’ section.
Select the relevant file in the pop-up window and select ‘Attach selected file’.
Please note that:
- attaching an image file to a bank transaction 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 a bank transaction.