In Clear Books it's easy to upload all receipts and expenses to relevant bills, ensuring all files are saved electronically and reducing the paper trail.


Step 1.


Navigate Purchases > Bills.



Step 2.


Click on the Manage drop-down option beside the appropriate bill and select the Attachment link.




Step 3.


Click on the Upload files... button and find the appropriate file to import. Only png, gif, jpg, jpeg, tif, tiff, pdf, csv file extensions are allowed.



Step 4.


When the file has uploaded, click the Attach option in blue.



The file will now show as attached to the invoice.


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.