Climate First Bank Business User Help Guide

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Accounts Page Attaching an Image to a Transaction

Keep track of your expenses by attaching receipts, invoices and other images to each transaction. Desktop

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In the Sidebar Menu , click Account Listing . 1. Click on an account. 2. Click the icon to expand the transaction. 3. Click the Add Receipt Image button. 4. Navigate to the image you wish to attach.

Accounts Page: Attaching an Image to a Transaction