Can I upload documents for income transactions?

You can add a document or file to any income transaction as evidence for the income, such as for a grant you have received, or in a bank deposit for the offering counting sheet.

To find out more about recording bank deposits, view this help guide article.

Upload a file during bank matching

To upload a file directly when doing bank reconciliation:

1) Click on the bank transaction in the left-hand table of the bank reconciliation screen.

2) In the pop-up that appears, choose the relevant income transaction type from the transaction type dropdown menu.

3) In the 'Transaction Details' section, click the link called 'enter a split transaction':

4) Within the split transaction screen, you can enter the transaction details, and upload a file at the bottom in the 'Income Documentation' section.

First tick 'I'd like to provide a file attachment (optional)', then click the button that appears to upload the file.

Upload a file after bank matching

You may want to upload a file after you have completed bank matching. For example, when you have received grant documentation or a note specifying the purpose of a donation.

To find the individual income transaction, you can search for it, or find it in the Income and Expenditure transactions report. Once you've found the income transaction, you can click on it to upload a file.

Mixed Income

If you are recording 'mixed income', you will need to add income documentation after bank matching.

You should first record all the parts of the mixed income and click 'submit'. The individual income transactions will then be visible in your reports.

You can then go to the individual income transactions by searching for these or finding them in the Income and Expenditure transactions report and upload a file to each one separately.

To better understand the Bank Reconciliation module, please watch the module overview video here.