In VRTrust, you can attach files to expenses and choose whether those attachments are visible to owners. Shared attachments can be viewed and downloaded directly from Owner Statements, making it easy to provide supporting documentation when needed.
Add an Attachment to an Expense
Go to the Expenses page
Either:
Create a new expense, or
Open an existing expense
Click Edit
Add the file you want to attach (for example, an invoice or receipt)
Choose Whether to Share the Attachment with the Owner
After adding the attachment:
Toggle the option to Share with owner (on or off)
Click Save
If sharing is enabled, the owner will be able to view and download the attachment from their statement
If sharing is disabled, the attachment remains internal only
View and Download Expense Attachments from an Owner Statement
To view an attachment from an owner statement:
Go to the Statements page
Select the listing (for example, Beech Shack)
Choose the month in which the expense occurred
Click on the expense line item
The attachment will be visible in the expense view, where it can be downloaded.
Owner Visibility
When an attachment is shared:
Owners can view and download the file when reviewing their statement
This provides clear documentation for expenses without additional follow-up
Why This Is Useful
Provide invoices and receipts directly with owner statements
Reduce owner questions about specific charges
Keep documentation organized and easy to access
Control exactly what owners can and cannot see