> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Expanded attachment storage
> Expanded Attachment Storage allows Cardholders and Admins to upload Business Attachments like invoices, purchase orders, and receipts directly to your PEX account for secure, centralized storage.
Expanded Attachment Storage allows Cardholders and Admins to upload Business Attachments like invoices, purchase orders, and receipts directly to your PEX account for secure, centralized storage.
1. **Add an attachment to your PEX account**: Add an invoice, purchase order or receipt to your PEX account.
**Note:**
You can still attach an attachment to a transaction right away: Go to the **Transactions** menu → locate a transaction → click on it → click **Upload** or drag and drop the receipt file from your computer onto the upload box → click **Save**.
The Business Attachments functionality lays the foundation for [automatic receipt matching](/administrator-guide/receipt-matching-admin-guide).
## How to upload attachments to your business account as an admin
Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/)
Click **Review** from the left navigation.
Navigate to the **Attachments** **tab**.
Click **Upload**.
Click **Browse** to upload your file, or drag and drop the file into that window. Note attachment specifications:
* Max 10 MB per file
* Max 50 MB in total (5 files x 10 MB)
* Accepted formats: PDF, PNG, or JPG
You can see the attachment appear under the **Attachments** tab. Admins can view and manage attachments uploaded by them and uploaded by their cardholders.
If you or your Cardholders upload duplicate attachments then the system will mark them as duplicates (red info icon hovering over which says possible duplicate attachment).
## How to upload attachments to your account as a cardholder
Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/)
Click **Attachments** from the left navigation.
Click **Upload**.
Click **Browse** to upload your file, or drag and drop the file into that window. Note attachment specifications:
* Max 10 MB per file
* Max 50 MB in total (5 files x 10 MB)
* Accepted formats: PDF, PNG, or JPG
You can see the attachment appear in your **Attachments** menu. Cardholders can view and manage attachments uploaded **only** by themselves.
If you upload duplicate attachments then the system will mark them as duplicates (red info icon hovering over which says possible duplicate attachment).
## What you can do with an attachment
Each uploaded attachment has:
* Thumbnail
* Uploader First and Last Name
* Upload Timestamp
* Name
* Format Icon
* Three-dot menu. When you click on it, you can select an action to perform:
* **View** will open a full-size attachment image.
* **Edit** will open a modal window with editing capabilities: Add receipt, Replace receipt, Rotate clockwise, Crop, Zoom out, Zoom in, Download, Delete.
* **Rename** will allow you to rename the attachment.
* **Delete** will delete the attachment.
You can also view a full-size attachment image by double-clicking on the image.
## How to attach attachment to transaction?
If you want to attach the attachment (that you have previously uploaded to "Attachments") to a transaction then follow these steps:
Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/)
Click **Transactions** from the left navigation.
Locate the transaction you would like to add the attachment to.
Click on that transaction.
Click **Attach**. Once you click **Attach**, you will see the **Attachments** section appear below the **Attach** button.
Select one or more attachments that you want to attach to the transaction: check the checkbox or click on the uploader first/last name to select an attachment.
* You can scroll horizontally to find a needed attachment.
Click **Add**.
* Clicking 'Cancel' will hide the list of attachments and display the Tags and Notes sections.
After clicking **Add** you will see:
* Success message stating that the attachment has been successfully attached.
* Attachment image appear next to transaction details.
If you want to add more attachments to the transaction that already has an attachment then:
* Hover over the attachment image.
* Click **Attach**. Once you click **Attach**, you will see the **Attachments** section appear below the **Attach** button.
* Select one or more attachments that you want to attach to the transaction: check the checkbox or click on the uploader first/last name to select an attachment.
* You can scroll horizontally to find a needed attachment.
* Click **Add**.
**Note:**
The attachment will disappear from the **Review** menu → **Attachments** tab (if you are Admin) / **Attachments** menu (if you are Cardholder) after you attach the attachment to a transaction.
If you want to edit the attached attachment then:
* Hover over the attachment image.
* Click **Edit**. Edit the way you need.
* Click **Save**.
## How to manage Business Attachments setting?
You can enable or disable the "Business Attachment" setting in your profile. To do that:
Go to the **Business Settings** menu. You should land on the Profile tab.
Scroll down to the Settings section at the bottom. You will find the "Business Attachment" setting along with its status, which can be either "Enabled" or "Disabled".
Click **Edit**.
Scroll down to the Business Attachment section.
Click **Enable** or **Disable**.
Click **Update**.
**Note:**
If you disable the "Business Attachment" setting then:
* Neither you, nor your Cardholders will be able to upload attachments to "Attachments" on the PEX web app (desktop) and PEX mobile app.
* You and your Cardholders will still be able to attach attachments directly to transactions through the "Transactions" menu on the PEX web app (desktop) and PEX mobile app.
## How to upload attachments to your account as a cardholder
You can also view a full-size attachment image by double-clicking on the image.
## How to attach attachment to transaction?
If you want to attach the attachment (that you have previously uploaded to "Attachments") to a transaction then follow these steps:
* Click **Attach**. Once you click **Attach**, you will see the **Attachments** section appear below the **Attach** button.
* Select one or more attachments that you want to attach to the transaction: check the checkbox or click on the uploader first/last name to select an attachment.
* You can scroll horizontally to find a needed attachment.
* Click **Add**.
* Click **Edit**. Edit the way you need.
* Click **Save**.
## How to manage Business Attachments setting?
You can enable or disable the "Business Attachment" setting in your profile. To do that: