How do I attach receipts and documents in Kontuly?
In Kontuly you can attach files to bank lines, invoices, bills, credit notes, quotes and contracts: drag them onto the Attachments panel, or click Attach files…. Attachments are kept inside your books, so every backup includes them.
- Open the record.
- A bank line: in Banking, hover over the line and click the paperclip at the end of the row.
- A document: open the invoice, bill, credit note, quote or contract. The Attachments panel is under it. Save a new document as a draft first.
- Add the files. Drag them onto the Attachments panel, or click Attach files… and choose one or more.
Lines with attachments show the paperclip in green with the number of files.
Which files can I attach?
PDFs, images (JPEG, PNG, GIF, WebP, HEIC, TIFF), text and CSV files, Word and Excel files (.docx, .xlsx), OpenDocument files and saved emails (.eml), up to 15 MB each. Older .doc and .xls files aren't accepted, because they can carry macros, and programs or scripts are refused.
How do I open, save or remove one?
- Click the file's name to open it in your usual app. You're looking at a temporary copy, so changes there aren't saved back.
- Click the download icon to Save a copy somewhere else.
- Click the bin to remove it, then confirm.
Why can't I remove an attachment?
An attachment on an approved invoice, bill or credit note, or on a coded bank line, dated on or before your lock date can't be removed, so the paperwork behind a closed period stays with it. You can still add files.
Will attachments make my backups big?
Large scans do. A phone photo or a 150–200 dpi scan is plenty for a receipt.
Related questions
- How does Kontuly back up my books?Kontuly backs up every business automatically each day and keeps the last 14, plus one before updates and deletes. How to see backups and take one now.
- What does the Kontuly audit log record?Kontuly's Audit Log records every change to a business, from invoices to settings, and can't be edited. How to search it, see details and export it as CSV.
- Where does Kontuly store my books on my computer?Kontuly keeps each business as a file in its data folder on your Mac, Windows or Linux computer. The folder paths, and why to use the backup buttons instead.
- How do I fill a bill from a receipt in Kontuly?Kontuly reads a receipt or supplier invoice PDF or photo on your computer and fills in the bill's supplier, date, number, total and GST for you to check.
More about backups, data and security
- How do I keep a copy of my Kontuly books off the computer?Set up off-site copies in Kontuly and it copies every business each day to a USB drive, network drive (NAS) or other folder you choose. Nothing is sent online.
- How do I export a backup of my Kontuly books?In Kontuly, open Settings → Backups and click Export… to save the open business as one .kontuly file you can keep on a USB drive or send to someone.
- How do I restore a Kontuly backup?Restoring a backup in Kontuly always adds it as a new, separate business, so your current books are never overwritten. How to restore a listed backup or a file.
- How do I move Kontuly to a new computer?Export a backup of each business, deactivate the licence on the old computer, then install Kontuly on the new one, activate and restore. Step by step.
- Is Kontuly secure? How are my books protected?Your Kontuly books stay on your computer. Protect them with disk encryption, an optional app password and a backup password that encrypts copies.