Moneytree allows you to attach a receipt to any transaction in several ways. In this FAQ we will be looking at a few of those ways.
1.Choose a transaction you wish to attach a receipt to, and tap it.
2.Tap the “+” button under “Attachment”.
3.Choose one of the options available to link a receipt. You can attach it from your Photo library, Cloud Safe or take a photo.
4.Another way of linking a receipt to a transaction is from Cloud Safe. On the “Expenses” view tap the top right corner, and tap Cloud Safe.
5.Choose a receipt you would like to attach.
6.Tap “New Transaction” or you can also search for an existing payment.
7.Edit your new transaction and tap “Save” to save changes. The app will verify the receipt automatically.
8.One more way to add a receipt is from the “Cash Tracking” view. Tap the “+” icon in the bottom right corner to create a new cash transaction.
9.Tap the “+” button under “Attachment” to add a photo.
10.Tap “Take a Photo” and attach a receipt.