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Attach and review transaction documents

3 min readAll workspaces

Attach a receipt or invoice file to an existing transaction so it can be stored with that transaction for later review. On supported business transactions, a successful upload attaches a PDF, PNG, or JPEG to the linked ERPNext bank transaction and returns the saved file name; it may also return a file URL and the bank transaction reference. This does not approve or post a ledger entry.

Before you start

  • You need access to the workspace that contains the transaction.
  • You need permission to edit transactions in that workspace.
  • Your workspace must have the ERPNext connector enabled.
  • The transaction must already exist and must already resolve to a linked ERPNext bank transaction before you can attach a document.
  • Your file must be a PDF, PNG, or JPEG and must not be empty.

Attach a document to a transaction

Use this when you want to save a receipt or invoice with a transaction for review. Attaching a document does not approve the transaction and does not create or change a ledger posting.

  1. Open the transaction and choose the document upload option.
  2. In the upload window, choose Choose from your computer, or drag a file into the drop zone.Choose from your computer
  3. Select a PDF, PNG, or JPEG file. The window shows the file name and size after you choose it.
  4. If you picked the wrong file, choose Remove file and select another one.Remove file
  5. Choose Upload.

What happens after upload

When the upload succeeds, the dialog shows a confirmation message and the file is attached to the transaction. The UI then closes shortly after the confirmation appears. The saved result includes file_name and may also include file_url and bank_transaction.

  • The transaction is not posted or approved just because a document was uploaded.
  • The document stays attached to the transaction for later review.
  • If the transaction already has a linked bank transaction, the file is attached there as well.

Supported files and limits

  • Accepted file types: PDF, PNG, JPEG.
  • Unsupported file types are rejected before upload starts.
  • Empty files are rejected.
  • The upload uses a single file field named file.

Review and extraction status

After upload, the file can be reviewed from the transaction record. The upload itself only confirms that the file was accepted and attached; it does not confirm that any downstream review or extraction result is complete.

  • Attached: the file was saved with the transaction.
  • Pending: the file has been uploaded, but a later review or extraction result may still be in progress.
  • Uncertain or unavailable: the file could not be attached yet, or the transaction does not yet have a linked ERPNext bank transaction.

If the upload fails

  • Unsupported file type: choose a PDF, PNG, or JPEG.
  • Empty file: choose a file with content.
  • Transaction not found: reopen the transaction in the current workspace and try again.
  • Linked bank transaction is not available yet: wait until the transaction has a linked ERPNext bank transaction, then try again.
  • Connector or service error: try again later. If the same file still fails, choose another supported file and retry.

Updated

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