Idea for changing the moment of adding attachments

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@lubos
Attachments can only be added after the moment of adding a new purchase invoice, a sales invoice, a bankreceipt, a bankpayment and so on. It would be far more convenient and time-saving if we could also add the attachment at the moment of creating the transaction in Manager and not only afterwards in the view mode. Very often, attachments are available at the moment of adding the transaction…
Is this a feature that can be realized in Manager?

4 Likes
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I like the idea, however, I foresee a little problem with its implementation.

During creation, the transaction in question doesn’t yet exist in the database so adding an attachment to it doesn’t just work as straight forward as one might assume.

I know that what you suggest is already available in at least Quickbooks right now, but at what cost did they achieve this? And would it make sense for the developer to go that far? I hope so and I also hope it’s not that resource intensive because I feel my servers getting a little less snappy than they used to be.

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I agree it would be desirable to be able to add attachments when creating a transaction.

It would still be necessary to be able to add attachments after a transaction has been created.

So enabling both would require maintaining code for both. And probably involves storing the attachments in a temporary variable prior to creating the transaction. Not sure how hard that would be to do and maintain in Manager but would be nice to have.

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I also would like to see the ability to upload files on the edit view for a new record. It’s a quality of life improvement that would be nice to have, but not critical.