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

This article explains how to use the FreeAgent mobile app to attach a saved image file to an out-of-pocket expense.

Please note that any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

Attaching a file to an out-of-pocket expense

Tap the ‘☰’ (mobile app navigation menu) button and select ‘Expenses’.

Mobile app menu with expenses highlighted

Select the out-of-pocket expense you'd like to add the image file to. Next, select ‘Choose attachment’.

Expense screen with choose attahcment highlighted

Select ‘Files & Smart Capture’ from the menu.

File and Smart Capture highlighted in the menu

Select the relevant tab.

file and Smart Capture tabs.jpg

Select the file that you’d like to attach to the out-of-pocket expense.

List of files

Next, check the preview of the image file, which will be displayed automatically, and then select ‘Attach’ in the top-right corner.

Attach highlighted on the expense screen

Tap ‘Continue and attach’ to complete the process of attaching the image file to the out-of-pocket expense.

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 or bill.

Attaching a file screen

Next, select ‘Save’ in the top-right corner to return to the Expenses area.

Save highlighted on the expense screen

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