Finance Documents

Attach invoices, contracts, or receipts to finance records so every transaction is documented and traceable.

What you can do

• Upload and organize files per transaction
• Download or view contract images, payment receipts
• Tag docs for search and sorting

How to attach

1. Open the finance record
2. Go to the Documents tab
3. Click Add document
4. Select file, add notes or tag
5. Save

Tip Always keep digital copies of all documents for fast management and regulatory compliance.

Related guides

• Creating finance records
• Generating finance reports