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 popup that appears, choose the relevant income transaction type from the transaction type dropdown menu.

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

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

First tick 'I'd like to provide a file attachment (optional)'.

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.

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

Mixed Income

You will also need to add income documentation after bank matching if you are recording 'mixed income'.

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.