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August 2024
Attach Non-Expense Documents from Business Mailroom
For non-expense transactions such as owner equity deposits and/or withdrawals, you can attach documents from Business Mailroom to the transaction in Reconciliation Center.
Send an email to Business Mailroom detailing the transaction amount. Docyt will save the email body as a PDF document.
- In Reconciliation Center, select the transaction category under Transaction Types in the left panel.
- Click into the transaction and click ‘Add Document’ at the bottom of the right panel.
- Then, select the document to attach under the Business Mailroom (or upload a new document from your computers) and click ‘Upload Document.’