Adding and viewing notes and receipts on transactions

You can attach a receipt or note to any transaction in the Business Portal, and view any receipts or notes that have already been added. This is a quick way to keep supporting documents and context together with the transaction itself.

Adding a receipt or note

1. Open the transaction in the Business Portal.
2. Select Add Receipt or Add Note.
3. Upload the receipt image or enter your note, and save.

Viewing notes and receipts 

Open any transaction to see the notes and receipts already attached to it, alongside the transaction details.