Try “add an item”, “VAT”, “share link”, “two-factor”

Files and documents

Attaching receipts, invoices, manuals and certificates, previewing them, and downloading them in bulk.

1 min read

Every item has a Files tab. This is where the paper lives: receipts, invoices, warranty cards, service records, appraisals, certificates, manuals.

Attaching a file

  1. 1Open the item and go to the Files tab.
  2. 2Press Upload file and choose it. Drag-and-drop works too.
  3. 3The file appears in the list with its name, size and upload date.

Previewing

Press a file to preview it in place — PDFs and images open without downloading. Formats that cannot be previewed show a message instead, and you can still download and open them locally.

Downloading several at once

  1. 1Tick the files you want, or press Select all.
  2. 2Press Download selected.

Size limits

PlanMaximum size of one file
Free10 MB
Starter25 MB
Collector50 MB
Pro100 MB
Business500 MB
Ultimate1 GB

Tip

Scan receipts as PDF rather than photographing them where you can — the text stays selectable, which matters when an insurer or an accountant needs to read it.

Still stuck?

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