Uploading receipts
Upload receipts for complete auditability
Upload receipts
You can add a receipt to the transaction after the sync. Note that different accounting software supports different file formats and sizes.
Integration | File size | File extension |
---|---|---|
Xero | 4 MB | 7Z, BMP, CSV, DOC, DOCX, EML, GIF, JPEG, JPG, KEYNOTE, MSG, NUMBERS, ODF, ODS, ODT, PAGES, PDF, PNG, PPT, PPTX, RAR, RTF, TIF, TIFF, TXT, XLS, XLSX, ZIP |
QuickBooks Online | 100 MB | AI, CSV, DOC, DOCX, EPS, GIF, JPEG, JPG, ODS, PAGES, PDF, PNG, RTF, TIF, TXT, XLS, XLSX, XML |
NetSuite | 100 MB | BMP, CSV, XLS, XLSX, JSON, PDF, PJPG, PJPEG, PNG, TXT, SVG, TIF, TIFF, DOC, DOCX, ZIP |
You can upload supported file types using the Upload attachment endpoint. The request accepts the attachment as multipart form data.
POST https://api.codat.io/companies/{companyId}/sync/expenses/syncs/{syncId}/transactions/{transactionId}/attachments
Content-Type: multipart/form-data; boundary=yourBoundaryString
--yourBoundaryString
Content-Type: application/json
Content-Disposition: form-data; name="yourFileMetaData"
{ "includeWhenSent": false }
--yourBoundaryString
Content-Type: application/octet-stream
Content-Disposition: form-data; name="yourFileData"; filename="TEST_SEND_FILE.txt"
--yourBoundaryString--
Using Postman to attach a receipt to an expense-transaction
If you use Postman, there are some extra steps you need to follow to attach a file to an invoice.
Set up a POST request, in a similar way to the example here, to the following endpoint:
POST https://api.codat.io/companies/{companyId}/syncs/{syncId}/transactions/{transactionId}/attachments
In the request setup, select Body.
From the Body menu, select form-data.
Click in the first KEY row, and then from the File list, select File.
In the corresponding VALUE field, select Select Files and browse to the file you wish to attach.
Manually type the file name and extension in the KEY field.
Now you can make the request by pressing Send