Attach a Receipt Image or PDF to a Zawid Transaction

You can attach a receipt image or PDF while adding a debit or credit transaction in Zawid Accounts. The attachment supports later review. You still enter and check the amount, date, account and transaction direction yourself. Attaching a file does not automatically extract its value or verify the transaction.

This product-site guide describes the current update. Start with a sample receipt rather than a real customer's details when trying a new workflow.

Supported files

Renaming an extension does not convert a file. Export an actual supported copy when necessary. If you reduce its size, keep the amount, date and receipt reference readable; a small but illegible attachment cannot help reconciliation.

Add the attachment

1. Open the correct account and start a financial transaction.
2. Enter the amount, date and description. Check the direction and expected effect on the balance.
3. Use the attachment option to choose an image or PDF from the phone.
4. Review the selected filename and type. Remove the selection and choose again if it is the wrong document.
5. Save the transaction, then reopen its details to check the attachment and financial fields.

Selecting a file is not the same as saving the transaction. Closing the file picker alone does not prove success: check the saved entry and its attachment in the account history.

Example: document a partial payment once

A customer owes 500 and pays 200 with a receipt. Record one repayment of 200 and attach the receipt to it. The balance should be 300 when the direction is correct and no other transactions affect the account.

Do not add another transaction just because you attached the receipt. The image documents the same payment. A description such as “Partial payment — receipt 12” helps future review. Reconcile the balance before sharing a statement. The small-shop app guide gives a complete sample workflow.

If the file does not attach

• Check the format and size first.
• For a file in a cloud service or message, download a local copy and open it on the phone to confirm that it is complete.
• Try a small, readable local image to distinguish a file problem from a source-provider problem.
• If saving reports an error, inspect the account history before retrying so that you do not record the payment twice.
• When requesting support, explain the steps, file format and approximate size. Use a sample without customer information.

Common questions

Does attaching a receipt create an entry automatically?

No. This workflow links a supporting document to the entry you record. Review the financial fields yourself; an attached image does not mean its amount was extracted or its authenticity checked.

Does an attachment replace a backup?

No. A document on one phone is not a backup plan. Read the backup guide and check backup contents and restoration before replacing your phone or deleting originals.

For the wider account workflow, see the Zawid product guide. For help with a particular file, use contact and support.