Connect folders to records attachments/ protect upload delete

Hi,

I started to use the attachment feature to add invoice document copies and other docs to bookkeeping records.

Current version required to upload anattachment from external location, e.g. : first have a invoice copy on computer, then upload from computer location to invoice attachment

Why not link manager attachment uploads to manager folders ? this would allow to have in manager a folder containing all the invoices of a specific year, and then simply upload to the invoice record the related invoice by selecting that invoice.

And if saved documents in folders could then be printed, that would make the system ideal :

  • every record can have an individual attachement
  • all attachment of same nature are in a single printable folder.

Regards

You seem to want Manager to duplicate functions of a file management system. It is an accounting program.

1 Like

When attaching a file to a Manager transaction, a copy is made and stored internally in Manager. The original can be moved or deleted.

I agree searching or sorting by attachment status (as well as date and other features) within Manager’s summary page drill down would be a useful enhancement.

The original can be saved in any location on your computer. Having folders by year is reasonable if you’re keeping them also. However that functionality is appropriately completely outside Manager and typically provided by your operating system.

The idea is that all your accounting data including attachment is self-contained within single .manager file which can easily backup, transfer etc.

There is a value in keeping things simple and self-contained rather than having your attachments scattered all over the place. Maybe your use-case is simple. Just invoices for single business. But Manager has many types of documents which can contain attachments and then most users run multiple businesses. You can see how complexity can quickly explode when single folder can have sub-folders (for each business), then sub-subfolders (for each transaction type) and sub-sub-subfolders for each transaction (because one transaction can have multiple attachments) etc.