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.
Ask the support agent
Ask a direct question. The answer is grounded in the current Knowledge Base and the page you are on.
Documents / Supporting Documents
Upload and Match Supporting Documents to Bank Transactions
Use the current supporting-documents and transaction detail workflows to attach the right document to a bank transaction.
Workflow
Setup workflow
Step 1
Open the supporting-documents workflow
Go to the current supporting-documents workflow for the organization so you can review transactions awaiting documents.
Step 2
Choose the transaction that needs a document
Select the bank or card transaction that needs documentation so the upload panel opens.
Step 3
Add the supporting document
Upload the file or add the supported document link in the current document workflow for that transaction.
Step 4
Confirm the document is linked to the transaction
Review the transaction document section and make sure the expected document now appears on the transaction.
Was this helpful?
Need more help?
Ask for human help about this article and provide any feedback.