Good day,
I have been using your software for several years, and it has been an invaluable tool for my business. As a growing small business, we look forward to contributing to your work in the future.
I would like to inquire whether there are plans to introduce the ability to attach supporting documents to payments within the system. We aim to transition to a fully paperless process; however, we are required to retain documentation for most payments. The ability to scan and attach documents directly to the corresponding payment records would be highly beneficial.
Thank you for your consideration.
Yes, you can attach scanned documents to a payment transaction by clicking on the choose file option above the create button. See picture below: this will attach it in an image format(jpg. img etc) during the creation process
However, if you want to attach a scanned document(in PDF format) to a payment transaction after the payment has been created in the software, you view the payment transaction and then click on “new attachment…”; to attach the pdf document to that transaction. See picture below:
Thanks for the message.
I don’t seem to have option on my version. I am using the desktop version. Perhaps in need to update it.
I have the attachments button on the Payments tab, but the attachments are not linked to specific payments. It is just a suppository of all the documents I have uploaded.
The attachment is on the payment view screen. You need to view the payment transaction you want to attach the document and scroll down you will see the attach document there.
I’m using an older version but I assume it is still the same process.
You can even drag and drop to the New Attachment button circled.
Oh I see it now. Its at the bottom of my screen. I can’t believe I never noticed that. Thank you.
Thank you Rob. Someone pointed this out to me. I can’t believe I don’t notice this.
