Forum Discussion

Experienced User

4 years ago

Attaching documents to Sales Invoices

I would like to be able to attach documents to my Sales Invoices. I do NOT run the Job numbers, as I am trying to keep things simple. Attaching documents direct from the Intray would make things a ...

Steven_M
4 years ago
Hi toofless

Currently, AccountRight allows the user to attach documents to card records, Spend Money, and Bill transactions. In the current software version, users cannot attach documents to sales-based transactions. To my knowledge, this is not a feature that we are currently looking into, it may be something that is considered in the future, we've just not considering it at this time.

Steven_M

Former Staff

Hi toofless

Currently, AccountRight allows the user to attach documents to card records, Spend Money, and Bill transactions. In the current software version, users cannot attach documents to sales-based transactions. To my knowledge, this is not a feature that we are currently looking into, it may be something that is considered in the future, we've just not considering it at this time.