Adding Receipts


There are three ways to add receipts to WF:

1.You can upload an image from the files on your desktop and attach it directly to a transaction. 
2.You can email the image to your library using the unique email address available through the image library or the personal settings menu. 
3.From the mobile app, you can take a picture and upload the image.


Linking Receipts


1.Select a transaction that you would like to link a receipt to.
2.The Link Receipt icon is featured on the Transaction Details screen on the right side of the screen.   
3.Select Link Receipt then select Image Library. The Image Linking screen will display.    If you would like to add a receipt for a transaction that hasn’t posted yet, you can click the plus sign and then Receipt on the left side of the screen.