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.

1. 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

2. In the request setup, select Body.

3. From the Body menu, select form-data.

4. Click in the first KEY row, and then from the File list, select File.

5. In the corresponding VALUE field, select Select Files and browse to the file you wish to attach.

6. Manually type the file name and extension in the KEY field.

7. Now you can make the request by pressing Send