Drag and Drop Files

Drag and drop is a fast way to get files into Bkper. Instead of navigating through menus, you simply drop files directly into your Book. Supported file types include images (.jpeg, .jpg, .png, .gif, .tiff, .webp), documents (.pdf, .txt), and data files (.csv).

With drag and drop you can:

• Upload attachments to a transaction
• Record batch entries from CSV files
• Record new drafts from files
• Add multiple attachments per transaction

Three ways to drag and drop

Record a single transaction — drop one or more files onto the input form area (the gray section at the top). All files become part of one new transaction.

Record multiple drafts — drop files onto the white space below the transaction list. Each file becomes its own new draft.

Attach to an existing transaction — drop one or more files directly onto a transaction row to add them as attachments.

Note

When you drop a CSV file, every row in the file is recorded as an individual draft. The Bkper Agent then helps complete each transaction by suggesting the appropriate Accounts.