Attach Documents to Transactions
Attach receipts, invoices, or other supporting files directly to transactions in Digits — across Ledger, Banks & Cards, Vendors, and Customers. Everything stays linked, searchable, and organized.
How to Manually Attach a Document to a Transaction
Open a transaction from Ledger, Banks & Cards, Vendors, or Customers.
Click the Comments icon in the upper-right corner.
Browse or drag & drop your file into the attachments box.
Supported file types: PDF, PNG, JPG/JPEG, TIFF, GIF, BMP, WEBP, XLSX, XLS, DOCX, DOC, PPTX, PPT, ODT, ODS, ODP, RTF, CSV, TXT.
You can upload multiple files per transaction.
Viewing Linked Transactions
Once a document is uploaded, it automatically appears in the Vault. When you open it, you’ll see a Linked Transactions panel on the right showing:
Transaction date
Transaction amount
Linked account or category
Click the linked transaction to jump directly to its details view.
Other Ways to Attach or Link Documents
In addition to manually attaching files directly to a transaction, you can also add documents to Digits in other ways. When possible, ✨ Digits will automatically link them to the correct transaction.
Upload or Drag & Drop
You can upload or drag & drop documents (like receipts, bills, or statements) into:
Vault
Reconciliations
Checklist
Bills or Expenses workflows
Digits will scan the document and attempt to match it to the correct transaction based on details like vendor, date, and amount.
Email Documents to Digits
Each business or client in Digits has a unique email address.
You can forward or email documents (receipts, bills, statements) to that address, and Digits will:
Store the file in Vault
Identify the document type
Route it into the correct workflow
Attempt to link it to a transaction when possible
Important to Know
Automatic matching is not guaranteed
If Digits can’t confidently match a document, it will remain in Vault
You can always manually attach the document to the correct transaction