How do I set or change the attachment policy for the Sage Accounting integration?

Soldo enables users to enrich transactions with attachments. This is usually a receipt or proof of purchase. Attachments will be available in Sage after the transaction is exported.

When you set up the integration, you can decide whether to make attachments mandatory for every transaction. If this rule is enabled, only transactions that have attachments will be exported to Sage.

You can change this rule at any time from the integration’s Settings page:

1. Navigate to the Integrations tab on the left-side menu and select Marketplace.
2. Select your Sage Accounting integration.
3. Click Settings.
4. Go to the Transaction rules tab.
5. Check or uncheck the box next to the rule: An attachment must be added to each transaction.
6. Click Save.