Attachments

Attachments keep all supporting documents — receipts, invoices, contracts — together with the transactions they belong to, enabling fully paperless bookkeeping. Instead of filing documents in separate folders or email threads, you attach them directly to the financial entry they support.

File types and limits

You can add multiple files to any transaction, and there is no limit on the total number of attachments per Book. The maximum size per file is 20 MB. Any file type is supported.

File type	Behavior
Images (.jpeg, .jpg, .png, .gif, .webp)	Rendered inline in the browser
.pdf	Rendered inline in the browser
.txt or .csv	Each row is converted into a transaction
All other types	Available for download, not previewed inline

Note

CSV and TXT files are a special case — dropping one into your Book creates individual draft transactions for each row, rather than attaching the file to a single transaction. This is useful for importing bank statements or bulk entries.

Adding attachments

There are several ways to attach files to transactions.

Via the paperclip icon

Click the paperclip on the input bar and follow the upload flow. The file is attached to the transaction you are recording.

Drop onto the form area

Drag and drop files onto the gray form section above the transaction list. This automatically creates a new transaction with all dropped files attached.

Drop into the white space

Drop files into the white space below the transaction list. Each file becomes a separate new draft.

Drop onto an existing transaction

Drop one or more files directly onto a transaction row to attach them to that existing transaction.

Email forwarding

Forward invoices, receipts, or other documents to your Book’s email address and the Bkper Agent creates a draft transaction with the files attached. This is especially useful for processing documents that arrive by email — forward them directly without downloading first. See Record by Email for setup details.

Comment email replies

When you reply to a comment notification email with an attachment, Bkper automatically attaches the file to the same transaction the comment is on.

Mobile capture

On mobile devices, use the camera or file picker to attach photos of receipts or documents. Transactions recorded from a mobile device also include a geo-reference link automatically, adding location context to the entry.

Viewing attachments

Click the paperclip icon on a transaction row to expand it and view the attached files inline.

Removing attachments

Open the transaction and click the X on the attachment you want to remove. To add more files to the same transaction, click the paperclip inside the open transaction.

Audit trail

Every attachment action — adding or removing a file — generates an Event recording who performed the action and when. This means you always have a complete history of document changes, even for removed attachments.

Combining with external links

You can use both attachments and external links on the same transaction. Attach the receipt as a file and link to the invoice in your billing system — giving you both a local copy and a reference to the source.