Attach receipts & add notes to transactions

You can now attach receipts and add notes to its' corresponding transactions. This will significantly improve your month-end reconciliation.

Attach Receipts 📃

Log in to your Swipey admin dashboard > Click on Transactions

Click on a Transaction line

A transaction detail page will appear and you will be able to upload receipts on the right-hand corner

Below are the type of documents supported & you may upload more than 1 receipt 

Now your receipt is attached to your transaction! 

Note: Uploaded documents are kept only for 30 days for our Freemium plan users and you are not able to download the receipts from the admin dashboard.

Adding Notes 📒

In the same transactions page, find the add note button in the transactions.

Proceed to enter your note in the pop up box.

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