Is it possible to attach SayPro receipts or documents to bank transactions in Sage?

📌 Attaching SayPro Receipts or Documents to Bank Transactions in Sage

Yes! SayPro can attach receipts, invoices, or supporting documents to bank transactions in Sage for better record-keeping, compliance, and audit readiness. This feature helps SayPro maintain an organized financial system and ensures easy access to supporting documents for tax, VAT, and auditing purposes.

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🔹 1️⃣ Steps to Attach Documents to Bank Transactions in Sage

For Existing Bank Transactions:

✅ Go to: Banking → Select the relevant bank account.
✅ Find the transaction you want to attach a document to.
✅ Click on “Attach” or “Upload Document.”
✅ Select the receipt, invoice, or supporting file (PDF, JPG, PNG, etc.).
✅ Save the transaction with the attached document.

💡 SayPro Tip: Attach multiple files if needed, especially for VAT claims or audit purposes.

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For New Bank Transactions:

✅ Go to: Banking → Add a new transaction (deposit or payment).
✅ Enter transaction details (date, amount, category, description).
✅ Click “Attach” and upload the supporting receipt or invoice.
✅ Save the transaction.

💡 SayPro Tip: Use clear file names (e.g., SayPro_Receipt_Invoice_12345.pdf) for easy identification.

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🔹 2️⃣ Benefits of Attaching Documents to Bank Transactions

✅ Better Compliance – Ensures all expenses and revenue are properly documented for SARS audits.
✅ Easier VAT Claims – Attach receipts to support VAT input claims.
✅ Faster Reconciliation – Helps match bank transactions to supporting documents.
✅ Improved Financial Control – Reduces errors and missing paperwork.

💡 SayPro Tip: Use Sage Mobile App to scan and upload receipts instantly!

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🔹 3️⃣ How to Retrieve Attached Receipts in Sage

✅ Go to: Banking → Select the bank account.
✅ Find the transaction with an attachment.
✅ Click on the attachment icon to view or download the file.

💡 SayPro Tip: Sage stores attachments securely, making retrieval easy during audits.

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🚀 Summary: Attaching Receipts to Bank Transactions in Sage

🔹 Go to Banking and select the transaction.
🔹 Click “Attach” and upload the document (PDF, JPG, PNG).
🔹 Save and track for compliance, audits, and VAT claims.
🔹 Use the Sage Mobile App for quick receipt scanning.

Would you like guidance on setting up automated document management for SayPro in Sage? 😊