At times, you may find yourself wanting to provide more details or context to a transaction that you've created. Shepherd's Staff allows you to add attachments to transactions, such as images or PDFs. You could use this to include receipts, invoices or images of the item(s) you purchased right on the transaction.
- To add an attachment to a transaction, find the transaction you want to add an attachment to on either the Payments, Receipts or Journal Entries grid click on it, and then click "Edit". You can also add attachments to new transactions as they are created as well.
- When you're adding/editing the transaction you want to work with, in the top-right corner, click on the icon that looks like a paperclip.
- An "Attachments" window will appear. You can add up to three attachments per transaction.
- To add an attachment click the green plus sign next to the attachment slot you want to add the attachment to.
- A file explorer window will appear. Navigate through this to find the file you want to add to this attachment, and then either double-click it, or, click on the attachment and click "Open".
- This will add the attachment to this slot. Click on the "eyeglasses" icon to the left of the attachment to view the attachment.
- Repeat steps 4-6 to add any other attachments to the remaining slots.
- To remove an attachment from a slot, click the paperclip with an X on it to the right of the attachment slot.
- Click "OK" when finished adding attachments.