Tutorials

How to add a receipt to a transaction in Uncat

It's easy to add a receipt to a transaction in Uncat and then click Save Updates to send to your accounting professional.

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Transcript

Hi there super fast video showing you how to upload a receipt to a transaction in Uncat. So if you have a receipt for a particular transaction and let's check this one out from home Depot, then we can click on docs and that's going to give us the opportunity to upload an attachment in this case, a receipt.
So you can click on this field to choose receipt from your computer, or you can just search your computer for a receipt and drag and drop it on that landing zone.
And as you'll see, that's uploading the files here and then click. Okay. And then lastly, the key will be once you enter a description.
So let's say this is a lumber for the new office building. Then we can click save updates. And when we click save updates, that's going to send this description and that attachment through to your accountant or bookkeeper.
And it's also going to sync it into your accounting software. All right. That's it. Thanks a lot.