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 memo to, or use the search functionality to find your transaction.
3. Use the top right drop-down menu to select Options, and then click on Edit Transaction.
4. Scroll to the bottom and click on Choose File in the Receipt box. 
5. In the dialogue box, locate your attachment and select Choose.
6. Scroll back up to the top right corner of the Transaction Details page and click Save.