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

Product Team
  • Updated

You can set the attachment policy during the set-up of the integration or following the below: 

  1. Log in to Soldo 
  2. Click on 'integrations' and 'settings' within the Sage box 
  3. Go to the transaction rules tab, click on an attachment must be added to each transaction and save