Overview

Have you ever needed a receipt to return something or for a warranty claim and then can't find it? Well, now you can snap a photo of that receipt and attach it to your transaction for safe and easy keeping! So say goodbye to that paper clutter.

How to attach a receipt to a transaction

The steps are slightly different depending on what version of Simplifi you're using, the web or mobile app.

Using the mobile app:

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Select the Account that has the transaction that you'd like to attach a receipt to.

  4. Locate the transaction that you'd like to attach a receipt to and click on it.

  5. Select Add Attachements.

  6. Locate the receipt on your device or take a picture using the Camera option.

  7. Click SAVE in the upper right corner when done.

Using the web:

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Select the desired account.

  3. Locate the transaction that you'd like to attach a receipt to.

  4. Expand the transaction details by clicking on the down arrow.

  5. Click upload in the "Attachments" section.

  6. Locate the receipt on your device.

  7. The receipt is now attached to your transaction.

As long as the transaction with the attached receipt remains in your Simplifi account, Simplifi will keep the attachment indefinitely.

For additional support on adding attachments, please reach out to one of our support channels by clicking here.

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