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Attach a receipt to a bank transaction before it's assigned to workspace

Feature Request

When linking an account for transactions it has a great process for reminding and having a person assign accordingly.

But, if I assign to a report it immediately clears from the list. There is then to reliable ability to find that transaction to add a receipt. It would be preferable to allow a receipt to be added from this same screen and assign to a report before it clears.

If a receipt is over $75 usd we need to have the receipt scanned to be a valid record if I don't want to save it elsewhere.

tags: attach receipt before adding to workspace

Posted by Ryan S ·
Status: Completed2 comments

Comments2

  • Anonymous User

    •

    Jan 20, 2023

  • Hung Nguyen

    Team•

    Oct 31, 2022

    Hi Ryan, thank you for making a feature request! I've updated the title to reflect your needs. For now, you can attach a receipt to the expense after it's added to your workspace. If it's added to a report, you can go to the report > tap the expense > select "Attach Receipt" to attach a receipt to the expense.