Want an easy way keep compliant and organised? Now you can use the In tray to link files to bank transactions.
We’ve expanded the In tray's functionality so that you can now add documents to transactions quickly and seamlessly.
Here’s how it works:
Go to your bank transactions, select a transaction and click on the Attachments button.
From here, you can browse your documents, drag and drop or access a file from your In tray.
To choose a file from your In tray, just click on the Link from In tray button and link your file of choice.
Learn more about linking documents to your bank transactions.