View Attachments

Idea suggested by Jo How 7 years ago

It would be really helpful if people with restricted permissions could view attachments without the ability to edit or create invoices.

3 Replies

Hi Jo,

Thank you for the suggestion. I will raise this request onto our Management Software which will then be reviewed by our developers in the future.

Regards,

Tommy

This is a great idea. It would also help with HMRC records checks where I'd give the Inspector restricted access to examine the books and documentary evidence.

It actually reflects a weakness in CB, compared to other systems, whereby, once you've uploaded a scan of a bill into CB, it's locked and lost to the outside world. With other systems the documents are available in a linked dropbox account or are in a separate "files" or "documents" section in the software. As well as letting anyone examine documents in a separate area it also enables you download the documents en masse should you ever wish to close the CB account. At the moment, you have to do them one at a time, which would take some of my clients a week!

Thank you, Paul. I will add that to the request.

Reply to this idea

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are