Transaction - For Non-Users

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This section is for non Financio users, they have very limited access to Financio whenever a transaction is sent to them via email. This is what they can do:

• View the transaction
• Export transaction to PDF
• Write comments on transaction
• Attach files to transaction

View Transaction

To view the transaction, simply click on the View Online link you received via email. 

Export to PDF

View the transaction  

Click on the Print button on the top right 

Write Comment

• View the transaction
• Scroll to Messages section

  

• Write a message and click Send 

  

Attach Files

• View the transaction
• Scroll to the Files section 

  

• Click on the placeholder and select files or drop files on it
• Wait for the uploading to complete

  

• Click Save Files