Flag and Attach Documents to Transactions

You can flag transactions in your account registers; for example, as a reminder to follow up on the transaction at a later time. In addition, you can attach documents to transactions in your account registers, such as an electronic or scanned receipt to keep with the transaction. There's no losing an attached receipt!

Flag Transactions

Open the account register that contains the transaction(s) you want to flag or attach documents.

To flag a transaction, select a transaction and click Attach.

Click Add Follow-Up Flag.

Type a note or message about the follow-up, select the color you want for the flag, and type a date when you want to be reminded of the follow-up. Then click OK.

To review or delete a follow-up message, click the flag.

To delete the message, click Delete.

Attach Documents to Transactions

To attach a document, click Attach and select Attach Electronic Image. Then select the type of file you want to attach.

Select the type of attachment.

Click the source of the attachment you want to add.

Locate and select the document you want to attach and click Open. The attachment appears in the Transaction Attachments window.

Click Done. The Attachment button appears next to the transaction.

To remove an attachment, click the attachment.

From the Transaction Attachments window, select the attachment you want to remove and click Delete. A message appears, asking if you want to delete the attachment.

Click Yes to remove the attachment or No to keep it.