Transaction Attachments

The Transaction Attachments tab in Flowtly is a centralized space for storing and managing files related to financial transactions. This feature ensures that all payment records, invoices, and supporting documents are correctly linked, providing transparency and compliance in financial operations. This functionality also allows users to manage documents and files separately from specific transactions.

This tab provides a structured overview of all uploaded attachments related to transactions. The main functionalities include:

• Viewing all transaction attachments in one place.
• Identifying and Managing unlinked (awaiting) attachments.
• Uploading new attachments manually.
• Editing and deleting existing attachments.

All attachments are sorted by date. Under each date all transactions received on this date will be displayed. Each attachment is displayed with the following details:

• File Name – Name of the uploaded attachment (e.g., invoice, receipt).
• Contractor Name – The contractor associated with the transaction is visible below the file name.
• Amount – The transaction amount for reference.
• Related Month/Received At – Shows the financial month when the transaction was processed and received.
• Attachment – File linked to the attachment.
• View Option - Allows to preview attached file.
• Edit & Delete Options – Allows modification or removal of attachments.

Adding and Managing Attachments

To upload a new attachment:

• Click on the "Add Attachment" button in the top-right corner.
• Provide the name.
• Select related Contractor (Cost) from previously created contractors.
• Provide the amount of attachment.
• Select currency.
• Choose the file from your computer and upload it.
• Provide the date when you received attachment.
• Provide the related month of attachment.
• Click "Save" to finalize the attachment adding.

Managing Awaiting Attachments

Awaiting attachments are files that have been uploaded to Flowtly but have not yet been assigned to a transaction. These may include:

• Invoices uploaded before the related transaction was recorded.
• Documents that were added manually but need to be linked to the correct expense.
• Files that require verification before they can be assigned.

To ensure financial accuracy, these attachments should be matched with their respective transactions.