Announcement: Attachments improvements
News posted by Pete Jones 1 month ago
We’ve streamlined the way you upload and attach files to make your workflow smoother and more efficient! Here's what's new:
One step upload and attach
Now, when you upload a file, it will be automatically attached to the document you’re working on.
Visibility
Text links and buttons now show how many attachments are present for that document.
New for Purchase Orders
Attachments can now be added to Purchase Orders as well.
Unattached Files
To keep things simple, you will only see the unattached files section and table, if there are unattached files available.
Uploading unattached files
To upload files to your Clear Books account, which can be attached to documents later if needed, there is now a 'File store' page under the Tools > Import menu.
You can still send unattached files to your "scans" email address and these will continue to be stored as unattached files also.