Hi SarahAJ,
Since the transaction is already completed and entered in the desktop version, there's no need to create another transaction in the browser. Instead, you can add the document by going to the Banking menu >> Find Transactions and click the reference number of the Spend Money transaction. Once the transaction opens, you can attach the document.
For more details, please check this link.
Regards,
Sai
Morning Isaiah_C
Thank you for your comment but its not a spend money its a received money transaction. I thought the above instruction may still lead me to success but it does not.
Regards
Sarah
Hey SarahAJ,
Sorry for the confusion. After checking the screenshot you've attached, you're in the Bank transactions window. This area lets you add documents to Receive Money transactions. If you'll go to:
Even if you record a new Receive Money transaction using the browser version, the option to attach documents isn't available. I'd recommend sharing this on AccountRight Ideas Exchange board— it's a great way to get suggestions considered for future updates. That said, in the Bank transactions window of the browser version, you can add a document by going to Match transaction tab and saving it from there. You can also check this link for more information.
Cheers,
Doreen
