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How do I attach receipts to my banking transactions on Okimia?

Okimia lets you centralise your accounting receipts by attaching them to your transactions, to simplify your pre-accounting.

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Written by Support Okimia

You can attach supporting documents (PDF, JPG, PNG) to your bank transactions on Okimia, to simplify your pre-accounting.

To do so:

  1. Go to the Transactions tab;

  2. Hover over the transaction you want to attach a receipt to;

  3. Click the paperclip icon that appears;

  4. Select your file (PDF, JPG or PNG).

Once attached, your receipts are stored directly on Okimia and accessible at any time — by you or your accountant.

Export all receipts

If you want to send all your receipts to your accountant at once, go to the Transactions tab and click Export receipts. All attached documents will be downloaded in a single ZIP file.

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