Attachment Inbox and adding attachments to transactions
Add attachments directly to existing transactions, or, if you've just made a purchase on the fly, you can store a photo of the receipt in your Attachment Inbox for attaching once the transaction has been imported into PocketSmith.
View your Attachment inbox
Tap on the Attachment Inbox to view any unassigned attachments.
Add files or photos to your Attachment Inbox
Use the Attachment inbox widget to add and store a photo or a file until your transaction is imported into PocketSmith. The Attachment Inbox widget has two options for uploading attachments:
- take a picture and upload, or
- upload from the files on your phone
Once you have taken a picture or chosen a file, a preview will be generated. Click Upload to confirm your selection.
Adding attachments to transactions
To upload an attachment to a transaction, tap the transaction in the Transactions tab, and tap the attachment inbox field.
Tap the ' +' icon and choose how you'd like to upload your attachment.
You can choose to take a photo, upload from the files on your phone, or choose from the files stored in your Attachment Inbox.
Once you've taken your photo or made your selection, a preview will show. Tap ' +' to add additional transactions, or tap '<' to return to the transaction edit form.
Tap Save to save your transaction.
Removing an attachment from a transaction
To remove an attachment from a transaction, tap the transaction in the Transactions tab
Then tap 'View attachment'
You can then tap the file, then select 'Delete'
