Attach an image file to a bank transaction on mobile

This article explains how to use the FreeAgent mobile app to attach a saved image file to a bank transaction.

Attaching a file to a bank transaction

Tap the ‘Banking’ icon.

Next, select the relevant bank account from the list.

Select the bank transaction you'd like to add the image file to. Next, select ‘Choose attachment’.

Select ‘Files & Smart Capture’ from the menu.

Select the relevant tab.

Select the file you'd like to attach to the bank transaction.

Next, check the preview of the image file and select ‘Attach’ in the top-right corner.

Tap ‘Continue and attach’ to complete the process of attaching the image file to the bank transaction.

Please note that attaching an image file to a transaction will remove it from the Files area. Any file that was marked as ‘private’ will be visible to others on your account once you've attached it to a bank transaction.

Next, select ‘Save’ in the top-right corner to return to the banking area. Alternatively, if the transaction has not yet been explained, check that you're happy with all the details and tap ‘Explain transaction’ at the bottom of the screen to explain the transaction.