Helpbills purchasesAttach Receipts to Bills and Transactions
Attach Receipts to Bills and Transactions
Upload receipt images or PDFs to bills or bank transactions for easy VAT claims and audits.
beginner· Updated 7/18/2026
Attaching receipts to your bills and transactions helps streamline VAT input claims and simplifies audits.
You can attach receipts in the following ways:
- During bill creation by dragging and dropping files or browsing your device.
- Retroactively by visiting the bill's Attachments section.
- Directly from the AI Bank Transactions Center, linking the receipt to the associated bill or journal entry.
Ensure all receipts are clear and legible for optimal record-keeping.
Step-by-step
- 1Attach on Bill Creation
When creating a bill, drag and drop your receipt files or browse your device to upload them.
Ensure the receipt is clear for accurate record-keeping. - 2Add Receipts Retroactively
Go to the bill's Attachments section to upload receipts after the bill has been created.
- 3Link from Transactions
In the AI Bank Transactions Center, attach receipts to transactions, linking them to the relevant bill or journal entry.
Use the GL picker for top suggestions when categorising transactions.
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