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Transaction Attachments: Receipts, Warranties, and Tax Records Where They Belong

5 min read
Illustration showing how receipts and documents can be attached directly to financial transactions in Endute

You buy a laptop for work. You get the receipt by email, maybe print it, maybe save the PDF somewhere on your desktop. Six months later your employer asks for the receipt so they can process the reimbursement. You spend twenty minutes searching your email, your Downloads folder, that one Google Drive folder you thought you were being organised with. The receipt is gone, or it's in three places, or it's in a folder called "Misc 2026" alongside 400 other files.

The same thing happens with warranties. You buy a washing machine, you get a 5-year warranty, and the document lives in your email until the machine breaks in year 3 and you can't find the warranty terms anywhere. Or tax records: you know you bought office supplies and claimed them as deductible, but when your accountant asks for proof, you're reconstructing purchases from bank statements.

The common thread is that the document and the transaction live in different places. The bank statement tells you that you spent money. The receipt tells you what you got and why. Keeping them separate means one of them always gets lost. So we built a way to keep them together.

How it works

Every transaction in Endute can now hold up to five file attachments. JPEG, PNG, and PDF. The idea is simple: when you have a receipt, a warranty card, a contract, an invoice, or any document that relates to a purchase, you attach it directly to that transaction. From then on, the document lives with the record of the payment. When you need it, you open the transaction and it's there.

On the web app, you can drag and drop files onto a transaction, or click to upload. On mobile, you can snap a photo with your camera (for paper receipts), pick an image from your gallery, or select a PDF from your files. Images are compressed automatically before upload so you're not burning through storage on 12-megapixel photos of till receipts.

Transactions with attachments show a small paperclip icon in the transaction list, so you can spot at a glance which ones have documents attached. Click the paperclip (or tap on mobile) and you see the files as a thumbnail grid for images and a file icon for PDFs.

What to attach and why

The obvious use case is receipts, but the feature is useful for anything where you want proof of a transaction sitting right next to the transaction itself.

Receipts for reimbursement

If your employer reimburses expenses, snap the receipt the moment you pay and attach it to the transaction. When you need to file a claim, everything is already organised by date and amount. No more digging through email or photo rolls looking for that one restaurant receipt from three weeks ago.

Warranties and guarantees

When you buy something with a warranty, attach the warranty document or the purchase confirmation to the transaction. Two years from now when the thing breaks, you search for the transaction (by payee, by date, by amount) and the warranty is right there. This works especially well for electronics, appliances, and furniture where warranties outlast your memory of where you put the paperwork.

Tax records and deductible expenses

Self-employed and tracking deductible expenses? Attach the invoice or receipt to each deductible transaction as it happens. When tax season arrives, you can pull up the relevant transactions and download the attached documents. Your accountant will thank you, and you'll save yourself the January panic of trying to reconstruct a year's worth of paper trails.

Insurance claims

If you ever need to make an insurance claim for a damaged or stolen item, the insurer will ask for proof of purchase. Having the receipt attached to the transaction in Endute means you can pull it up in seconds. This is particularly valuable for high-value purchases where the receipt might be needed years after the original purchase.

Contracts and agreements

Signed a rental agreement and paid a deposit? Attach the agreement to the deposit transaction. Hired a tradesperson and have a written quote? Attach it to the payment. The idea is that any document that explains or justifies a payment should live with that payment, not in a separate filing system you'll forget exists.

The practical details

Each transaction supports up to 5 attachments. The limit is there to keep things focused. If you find yourself wanting to attach more than five files to a single transaction, that's probably a sign the transaction should be split or the documents should be consolidated into a single PDF.

Images are capped at 5MB each, but the app compresses photos automatically before uploading. On mobile, a 12-megapixel photo from your camera gets compressed to around 1MB without visible quality loss. On web, drag-and-drop images go through the same compression. PDFs have a 10MB limit and aren't compressed (they're already compact for their content).

Files are stored in encrypted cloud storage, not on our servers. They're uploaded directly from your browser or phone to the storage provider using temporary secure URLs. We never see the file contents pass through our backend. When you want to view or download an attachment, a fresh temporary URL is generated that expires after one hour.

Privacy and deletion

If you delete a transaction, its attachments are automatically deleted from cloud storage. There's no orphaned files sitting around. The same applies if you delete individual attachments from a transaction.

If you ever delete your Endute account, all your attachments are bulk-deleted from storage as part of the GDPR deletion process. We don't retain copies. The deletion is permanent and covers every file you've ever uploaded. This is intentional: your financial documents are yours, and when you leave, they leave with you. Make sure to download anything you need before requesting account deletion.

Building the habit

The biggest challenge with document management isn't the tool, it's the habit. The best time to attach a receipt is the moment you get it. If you wait until later, you won't do it. So the feature is designed to be fast: on mobile, you can go from "I just paid" to "receipt attached" in about ten seconds. Open the transaction, tap the paperclip, snap a photo, done.

For digital receipts (email confirmations, PDF invoices), the workflow is slightly different. On your phone, you can share the image or PDF directly from your email app or browser to Endute. On desktop, just drag the file onto the transaction.

You don't need to attach receipts to everything. Most day-to-day purchases aren't worth the effort. Focus on the transactions where a receipt actually matters: anything reimbursable, anything with a warranty, anything tax-deductible, and any large purchase where proof of payment might be useful later. If you only attach documents to those, you'll still save yourself hours of searching over the course of a year.

Available now

Transaction attachments are live on web, iOS, and Android. Open any transaction (past or present), look for the paperclip icon, and attach your first file. There's no setup required and no additional cost. The feature is included in every Endute subscription.