The documents library

Attaching a file

1. On a staged draft or a Review row, use the Add receipt / Add photo / Add file control to attach one or more files to that entry.
2. Or open the Documents page and use Upload file (for any supporting document, including PDFs) or Upload receipt (to upload and read a receipt image).
3. Image files show a thumbnail; other files show a type icon. iPhone HEIC photos are supported.

How documents are organized

The Documents library groups your files into three tabs:

• Attached — linked to at least one entry.
• Not attached — uploaded but not yet linked to an entry; you can attach these to an entry anytime.
• Trash — documents you deliberately deleted.

Each document shows which property it belongs to and which entries it's attached to.

Finding a document in your ledger

From an attached document, use View in Review to jump straight to the exact entry it backs — the matching row is highlighted so you can see the receipt and the record together.

Detaching, deleting, and restoring

Removing a document from one entry only unlinks it — the file is never lost; it moves to “Not attached” and can be re-attached. Deleting a document moves it to Trash, where you can Restore it; items left in Trash are permanently removed after 30 days.

Editing and re-saving an entry keeps its attached receipts on the right record. Field Ledger is built so you never silently lose an attached file.

Reading a receipt with AI

For an uploaded, not-yet-attached receipt image, the Extract details action reads the printed fields into a draft expense you review and confirm. See AI capture and receipt reading.

Related articles

• AI capture and receipt reading
• Capturing entries
• Exporting to your CPA