Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking woul...
Setup: Filing cabinet for documents
Steven_M
10 years agoFormer Staff
Hi Dwain
Thanks for your enquiry
Currently AccountRight 201x* allows for documents to be scanned and upload to the AccountRight In Tray. This is allows for the system to generate a bill off that purchase or be linked to an existing purchase. For more information into In Tray please see Help Article: Working with In Tray documents
*Please note that the company file must be in the cloud for you to upload a document. Along with that this feature is only available for AccountRight 201x range and is currently not available for AccountRight Classic i.e. AccountRight v19.
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