All my business expenses are incurred as “cash” purchases on a credit card or debit card. As such, I never use Purchase Invoices. I would love the ability to add attachments to these transactions just like a Purchase or Sales Invoice.
You can, exactly the same way as for other transaction types. View the entry and click the button:
You are looking at the entry screen, not viewing the completed transaction. See this Guide: Attach supporting documentation | Manager
Alright. I see it now. From a workflow perspective, that means having to do two actions to add each transaction with an attachment. It would be much quicker to have the ability to add the attachment in the entry screen of each transaction type.
I can see what you’re saying, but note that attaching files to Sales and Purchase Invoices works the same way - you can’t attach them while creating the record. You need to create the record, view it, and then attach the file.
Many of my purchases are debited directly from my account, so I am in a similar situation to you. I’ve found that it’s not too much extra to attach it on the view screen.
If you look at your transaction list, you can see which ones have attachments and which ones do not - making it easy to tell apart the transactions you’ve forgotten to attach a file to.
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I agree. It might be a matter of seconds, but if you’re processing a lot of transactions a day this may ease the workflow.
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