I probably do need a better way to do this, but at the moment I attach all invoices and receipts to the relevant payments or invoices within manager. I do realise this contributes to the size of the database and instead could just keep them elsewhere, but that is what I’m doing at this point. My thinking, anyone else looking at the account can immediately find evidence of why something was paid. Also, it serves to keep two copies of everything, once in the database and my scanning location.
Currently I am going through my purchase invoices and receipts and payments and allocating missing attachments. However I can’t seem to find a way to sort or search by attachment.
I realise this isn’t a core feature of manager, but if the search box could have some keyword or other mechanism for listing “things” by attachment, eg,
Caltex <has attachment> or an advanced search.
This way I could go down and populate those entries that don’t have any attachments.
BTW, I did search in custom reports, but that doesn’t seem to fit the bill at all.