Attaching Receipts to Transactions

You can attach a receipt or memo and assign a category for each of your Zena transactions. You may also move your transactions to a different project at any time.

Follow the steps outlined below to add a receipt to a transaction:

  1. Log in to your Zena account and navigate to Transactions on the left navigation bar.
  2. Click on the transaction you'd like to attach a receipt to or use the search functionality to find your transaction.
  3. Using the right-hand side menu, scroll down until you see the Receipt field.
  4. Upload your receipt and select Save Changes below.

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