Hello,
It would be very useful to allow document attachments at the supplier and customer record level, in addition to the current transaction-level attachments.
Examples of documents users might attach to a supplier record:
• Contracts or service agreements
• Lease agreements
• Insurance certificates
• Vendor price sheets
• Supplier account statements
• W-9 / tax forms or equivalent
• Contact instructions or onboarding documents
Examples for customers:
• Engagement letters
• Signed agreements
• Supporting client documents
• Credit applications
• Standing instructions
The idea would be for these documents to stay attached to the supplier or customer profile itself, rather than having to attach them repeatedly to individual transactions.
Potential benefits:
• Centralized document storage tied to the contact record
• Easier reference during data entry or review
• Less duplicate document uploads
• Better audit trail and supporting records
• Especially useful for small businesses using Manager as a complete business system
Thank you for considering.
