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Support Center / Bank Transactions / Features

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

Click your profile

Start in Truewind on Bookkeeping > Bank Transactions, then click on your profile.

Step 2

Open Organization Settings

Email-upload settings live inside the organization settings area, not the transaction drawer itself.

Screenshot showing Click Organization Settings

Step 3

Open Email Uploads

Use Email Uploads to copy the unique inbound address for this organization.

Step 4

Review the upload email

Use this checkpoint to verify the current state so supporting documents are available for automatic or manual matching.

Screenshot showing This is an unique email for documents uploading

Step 5

Email the documents

Send receipts or invoices to the unique upload address so Truewind can ingest them automatically.

Screenshot showing Open Gmail. Paste the unique email here

Step 6

Open Documents

Review uploaded files from Documents before you rely on them for transaction matching.

Screenshot showing Open Truewind. Click on Documents

Step 7

Skip the optional message

Complete this action so supporting documents are available for automatic or manual matching.

Screenshot showing Subject and message body is optional

Step 8

Review all uploaded documents

Use this checkpoint to verify the current state so supporting documents are available for automatic or manual matching.

Screenshot showing Under ALL, you can see all uploaded documents

Step 9

Review matched documents

Use this checkpoint to verify the current state so supporting documents are available for automatic or manual matching.

Screenshot showing Under MATCHED, these are the documents automatically matched with a transaction

Step 10

Attach the files

Upload the supporting files directly when email forwarding is not the easiest path for this document set.

Screenshot showing Click Attach files and attach receipts/invoices

Step 11

Open the match count

Use the match counter to inspect which transaction the document was linked to automatically.

Step 12

Open the matched transaction

Review the linked transaction directly to confirm the right document was attached.

Screenshot showing Click transaction. You can see the matched documents

Step 13

Review unmatched documents

Use this checkpoint to verify the current state so supporting documents are available for automatic or manual matching.

Screenshot showing Under NOT MATCHED, these are the documents not automatically matched with a transaction. You can match the transaction manually

Step 14

Open an unmatched document

Use the unmatched queue when you need to link a document to a transaction manually.

Screenshot showing Click one of the transactions. You can link transactions manually

Before you upload

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

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