Upload and match supporting documents to Bank Transactions

Attach supporting documents to bank transactions when the row needs documentation, resulting in the document linked to the correct transaction.

Workflow

Step 1

Open Bank Transactions

Start in Bookkeeping > Bank Transactions and select the bank accounts you want to review so transaction rows are visible.

Screenshot showing Bank Transactions with all bank accounts selected and transaction rows visible.

Step 2

Open Categorized

Use the Categorized tab to find a synced or matched transaction that needs supporting documentation.

Screenshot showing the Categorized tab with synced and matched transactions.

Step 3

Open the transaction

Select the row you want to document so the transaction detail panel opens on the right.

Screenshot showing a synced bank transaction opened in the detail panel.

Step 4

Add a document

Scroll to Documents and click Add to link a receipt, invoice, or other supporting file to the transaction.

Screenshot showing the Add a supporting document dialog opened from the Documents card.

Step 5

Enter the document URL

Paste an HTTPS link to the supporting document, then click Add so it is available from the transaction detail.

Screenshot showing an HTTPS supporting document URL entered in the Add a supporting document dialog.

Before you add a document

Make sure the selected transaction is the one that actually needs documentation, especially when several similar transactions are waiting in the same queue.

Limitations

Supporting documents require an eligible transaction

The Add action appears on synced or matched transaction details where Truewind can attach a supporting document link.

Troubleshooting

Add is unavailable in the Documents card.

Open a synced or matched transaction from Categorized and confirm the transaction has a saved accounting outcome before adding documentation.

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