Having all your invoices and receipts in one place is vital for maintaining accurate transaction records. You may encounter situations where:
As an Assistant: You need proof of transactions or receipts on card payments for accounting or legal purposes.
As an Admin or an Owner: You want to review all the receipts and invoices for the transactions inside your business account.
To address this, Vivid Business has introduced a feature allowing customers to upload any documents related to the transaction.
This feature ensures that all team members, whether Owner, Admin, or Assistant, can easily access, review, delete, and download these documents as needed, enhancing file management. You can even request the transaction initiator to upload the necessary documents for a particular transaction.
You can upload your transaction invoice or receipt, either in the app or on the web.
To do so, simply follow these steps:
Open Your Business Account
Navigate to Transactions
Web Interface: ‘Transactions’ is located on the left sidebar menu.
Vivid Money App: locate the ‘Transactions’ menu at the bottom center of your screen.
Select the Desired Transaction
Choose the transaction to which you want to upload an invoice, receipt, or any other document.
Upload Invoices or Receipts
Click ‘Add invoices or receipts’.
Choose files from your laptop or phone. If using the web interface, you can scan the QR-code to upload files from your phone.
If you are not the transaction initiator, you can request that they upload documents by clicking 'Request document.' This action will notify the initiator.
Save and Access
Click ‘Save’. You and your team members can now view the uploaded documents from the business account anytime.
To delete uploaded files, click on the transaction again and select the 'trash' icon next to the files.
Once you have uploaded a document, you can input a note for each transaction in your business account. Adding notes is optional but useful for including additional information about the transaction.
What file types are accepted for attaching proof of transactions/receipts?
Files Criteria
File Size Limit: 10MB
Supported Formats: PDF, JPEG, PNG
Maximum Number of Files per Transaction: 5
Notes Criteria
Maximum Characters: 150
Allowed Symbols: Latin letters, numbers, /-?:()., +
Restrictions: Symbols /-:() cannot be used at the beginning, / cannot be used at the end, and // cannot appear anywhere.