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How to upload and administer files

This guide shows how to upload attachments to accounts and transactions in Accountflow.

Step by step: Upload and pin files

1. Find the account you want to upload a file to

You can upload documents in two ways:

a) Click the file icon in the Actions column.

 

b) Open the account and click the Upload document button in the top right.

 

2. Upload file

  • Drag and drop the file into the upload field, or click anywhere in the field to select a file from your computer.
  • You can upload one or several files at the same time.

3. Pin the file

  • Use the pin icon to control visibility:
    • Light pin = the document is only visible in the period it was uploaded to.
    • Dark pin = the document is visible in all periods of the same year.
  • Click the icon to pin or unpin the file.

 

💡 Tip: Pin files actively to make important documentation visible throughout the year – e.g. annual agreements, procedure descriptions, or documentation that applies to multiple periods.