Attaching Files to Payments

You now have the option of attaching files to payments. This allows you to store important documents like invoices or receipts directly on the transaction in Levro.To attach a file when making a payment:Scroll to the bottom of the page and click Add an Attachment.Click again to attach a file or drag and drop the file into the gray box.Once the file has been attached, select whether it is an invoice or receipt.If you need to access the file later, or you need to upload a different or additional file, you can do so at anytime on the transaction details.Locate the transaction either under Account Activities or under Bookkeeping → Transactions.Click the transaction to view more details.A side panel will open and the file, or option to upload a file, will be at the bottom.What kind of files can I upload?You can upload PDF, CSV and XLSX files.All users that have access to initiate payments can upload files, so individuals with Full Access or Requester permission can upload the files.Who has access to the files? Can they be deleted?Anyone with access to view transactions can see and download files, however they cannot be deleted. Users with Full Access, Requester & Read Only positions have access.How many files can I upload?There is currently no limit on the number of files you can attach.