Attach receipt to a bank transaction
attach_transaction_receiptAttach a receipt, invoice, or other file to a bank or manual transaction. This links files to payments instead of properties or tenants, and replaces any existing attachment.
Instructions
Attach an invoice, receipt or other file to a bank/manual transaction (payment). A transaction holds ONE attachment: attaching again replaces it. Use this instead of upload_document, which only links files to properties and tenants. Provide exactly one of filePath (on the server's machine), url, or base64 + fileName. Accepts PDF, images, Word/Excel/PowerPoint, CSV and text. Use list_transactions (search / amount / hasReceipt) to find the transaction.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| url | No | ||
| base64 | No | ||
| confirm | No | Set true once the user has approved writes for this session | |
| fileName | No | ||
| filePath | No | ||
| mimeType | No | ||
| transactionId | Yes |