Uploading invoices into Guesty

You can upload and save attachments in Guesty, such as invoices from vendors, instead of using other solutions, like Google Drive or Expensify. This will help you keep track of your invoices and make them available for you to share with the relevant owner if needed.

You can add an invoice when creating a transaction or attach an invoice to an existing journal entry, such as an owner charge. Either way, the attachment will be added to the relevant journal entry. Watch the video below for some more insight into this feature.

Transaction

Step by step:

1. Follow these instructions to add a transaction through accounting reports, from the reservation itself, or the posting journal.
2. Before you click Save, drag or upload the relevant invoices into the "Attachments" box.

The invoices will be added to the relevant journal entry. A maximum of 10 attachments can be added to a single journal entry.

Journal Entry

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Accounting mode.
3. Click General ledger and select Posting journal from the dropdown menu.
4. Find the journal entry you want to attach the invoice to. You can use the filters above the journal entries table to narrow your search. 
5. In the "Attachment" column at the end of the row, click Attach files or the + icon, if only it appears.
6. Drag or upload the relevant invoices and click Attach files.
7. Click Add.

A maximum of 10 attachments can be added to a single journal entry.