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.
How to upload a file
To upload a file directly when doing bank reconciliation:
1) Choose the relevant transaction type from the dropdown menu:
2) In the popup that appears, click on 'enter a split transaction':
3) On the screen, you can enter the transaction details and upload a file at the bottom in the section called 'Income Documentation':
Note: When recording 'mixed income', you need to first record all the parts of the mixed income and click submit. 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 functionality, please watch the module overview video here.