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How to Attach Receipts to Payments

FINSYNC does not allow you to attach receipts to payments directly. You must create a bill with an attached receipt and then match the payment to the bill.

Follow the steps outlined below:

1. Mouse over Payments at the top and select Expenses from the dropdown.

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2. The screen will default to the Payables section of Expenses. On the far right, hover over the grey NEW button and select Bill.

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3. Complete the required fields on the bill: Vendor, Account, and Amount. Complete other fields as needed.

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4. Select Add an Attachment in the bottom left.

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5. Find the receipt in your computer files and select it to upload to the newly created bill. A list will appear showing all attachments you've uploaded.

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NOTE: If you need to delete an attachment you've uploaded, mouse over the attachment name and you will see a red X populate on the right side. Simply click the 'X' to remove the attachment. 

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6. Select Save at the bottom once you're finished.

There will now be a bill in a temporarily unpaid state.



7. Hover over Banking in the main menu and select the bank account or credit card account from which the payment funds were withdrawn.

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8. Find the payment transaction from the list and mouse over the ellipses (3 dots) on the far right. Select Apply to Payable.

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9. Find the bill in the list of unpaid bills and select the empty check box on the left side. The green indicator on the right should display "$0.00 Left." Select Match to complete. 

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Congratulations! You now have a payment matched to a bill with an attached receipt.


Related Articles: 

How to Enable Lockbox for Receiving Payments by Check

How to Accept Partial Payments

Sending Payments

How to Track Payments using FINSYNC's Pay Report