Attachments
Link receipts, contracts, and other documents to the transactions they relate to.
The single biggest source of confusion in real-world bookkeeping is disconnected receipts. You see a $480 charge in your books and you have no idea what it was for. The cure is to attach the receipt to the transaction the moment you post it.
How it works in Axerity
The New transaction and Edit transaction forms have an Attachments card. From there:
- Click + Attach file in the top right.
- A small picker opens listing your most recent files (from Files). Type to search.
- Click a file. A chip appears in the card.
- To remove, click the × on the chip.
Attached transactions show a paperclip icon with a count in the transaction list. Click into the transaction (via edit) to see and manage attachments.
Uploading first
If the file isn't in your workspace yet, upload it through Files → Explore first. Files supports drag-and-drop, multi-file uploads, and
even whole folders. See Files / Uploading.
A common workflow:
- Receipt arrives in email.
- Save the PDF to your desktop.
- Drag it into
Files / Explore(auto-uploads). - Open the relevant transaction, attach the file.
The link is stable
Attachments are just pointers to a file in your Files workspace. If you rename, move, or reorganize the file later, the link from the transaction stays intact. Deleting the file does break the link — but the audit log records it.
Why this matters
When you (or your accountant) look back at a transaction six months later, the receipt is one click away. No "let me dig through Gmail" or "where did I save that." It also means every dollar on your P&L has a defensible paper trail, which is exactly what an auditor wants.