Linking attachments
Filing a tax return or checking a warranty is much easier when the relevant receipt or invoice is stored directly with the transaction. In Spendle, documents are linked to transactions and can be retrieved later via search or filter.
Linking an attachment to a transaction
Section titled “Linking an attachment to a transaction”-
Open the transaction by clicking on it.
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Click + Attachment. Drag a file into the window or select one from your device.
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Fill in the details and save. The attachment appears at the bottom of the transaction.
Documents without a transaction
Section titled “Documents without a transaction”An attachment can also be added before the transaction has been imported. Navigate to the Documents tab and drag the file into the window, or click the plus icon.
Enable Match automatically to let Spendle automatically link the attachment to a future transaction based on the specified relation and date.
Storage and synchronization
Section titled “Storage and synchronization”- Attachments are encrypted with your administration password and stored locally in the browser.
- Via the sync button, they are also encrypted and stored in your Spendle account, making them available on your other devices.
- Maximum 1 GB of attachments per account and maximum 20 MB per file.
Expense claims
Section titled “Expense claims”Receipts linked to a transaction can later be collected via Reports > Transaction overviews > Expense claim report.