Transaction Attachments

Flowtly Editorial Team3 min

The Transaction Attachments tab in Flowtly is a centralized space for storing and managing files related to financial transactions. This feature ensures that all payment records, invoices, and supporting documents are correctly linked, providing transparency and compliance in financial operations. This functionality also allows users to manage documents and files separately from specific transactions.

This tab provides a structured overview of all uploaded attachments related to transactions. The main functionalities include:

  • Viewing all transaction attachments in one place.
  • Identifying and Managing unlinked (awaiting) attachments.
  • Uploading new attachments manually.
  • Editing and deleting existing attachments.

All attachments are sorted by date. Under each date all transactions received on this date will be displayed. Each attachment is displayed with the following details:

  • File Name – Name of the uploaded attachment (e.g., invoice, receipt).
  • Contractor Name – The contractor associated with the transaction is visible below the file name.
  • Amount – The transaction amount for reference.
  • Related Month/Received At – Shows the financial month when the transaction was processed and received.
  • Attachment – File linked to the attachment.
  • View Option - Allows to preview attached file.
  • Edit & Delete Options – Allows modification or removal of attachments.

Adding and Managing Attachments

To upload a new attachment:

  • Click on the "Add Attachment" button in the top-right corner.
  • Provide the name.
  • Select related Contractor (Cost) from previously created contractors.
  • Provide the amount of attachment.
  • Select currency.
  • Choose the file from your computer and upload it.
  • Provide the date when you received attachment.
  • Provide the related month of attachment.
  • Click "Save" to finalize the attachment adding.

Managing Awaiting Attachments

Awaiting attachments are files that have been uploaded to Flowtly but have not yet been assigned to a transaction. These may include:

  • Invoices uploaded before the related transaction was recorded.
  • Documents that were added manually but need to be linked to the correct expense.
  • Files that require verification before they can be assigned.

To ensure financial accuracy, these attachments should be matched with their respective transactions.

Example use cases

  • Linking a vendor invoice PDF directly to a specific payment transaction for audit and record-keeping.
  • Uploading a photo of a physical receipt for an employee expense, which will later be matched to the corresponding bank transaction.
  • Centralizing all contractual agreements and payment schedules to ensure easy access and compliance.
  • Managing unlinked documents (e.g., early received invoices) until the related financial transaction is recorded in the system.

Connection map

Refers toUses upPart ofDerived from
Documented hereDocumented elsewhere
invoice billed to counterparty. invoice taxed by tax-group. cost spends against budget. cost owed to counterparty. bank-transaction reconciled to invoice. contract schedules payment-schedule-line. contract attached to budget. budget covers project. invoice billed from project. project linked to budget. lead becomes counterparty. deal sold to counterparty.billed totaxed byspends againstowed toreconciled toschedulesattached tocoversbilled fromlinked tobecomessold toIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoiceCCounterparty — The other side of a financial document — a client billed, or a supplier owed.CounterpartyTTax group — The tax treatment applied to a line, so rates are set once rather than per document.Tax groupCCost — Money the organisation owes or has spent, tracked against a budget.CostBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetBBank transaction — A movement on a connected bank account. Matching it to an invoice or a cost is what makes the books agree with the bank.Bank transactionCContract — The financial terms of an engagement: a structured set of payment schedule lines, in one direction or the other.ContractPPayment schedule line — One dated amount on a contract, in a direction — money owed to a supplier, or due from a client.Payment schedule linePProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectPProspect — A company you are working but that is not a customer yet. It sits at New, Contacted or Qualified, and everything done to it is logged against it.ProspectDDeal — A sale in progress: a customer, an amount, and the stage it has reached. It cannot exist without a customer, and its stage is never blank.Deal

Related terms