Adding documents to Receive money transactions

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:

• Banking .
• Find transactions.
• Under Transactions tab, click the reference number for the Receive Money transaction you've created on the AccountRight desktop. You'll notice that there's no option to add documents to it.

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