Announcement: Attachments improvements

News posted by Pete Jones 3 months 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. file

file

Visibility

Text links and buttons now show how many attachments are present for that document. file

New for Purchase Orders

Attachments can now be added to Purchase Orders as well. file

Unattached Files

To keep things simple, you will only see the unattached files section and table, if there are unattached files available. file

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. file

You can still send unattached files to your "scans" email address and these will continue to be stored as unattached files also.

Write reply4

4 Replies

Thanks Pete will try this

1 month ago

Hi Delecia. Can you provide some more detail please?

In case you need to upload many files at once, to be attached to different invoices or bills later on, we have recently introduced a 'File store' page under the Import menu where you can do this.

1 month ago

This is not time saving and very annoying

1 month ago

I am on the app and have brought up an invoice that has been paid. I normally attach a copy of the paid invoice to the invoice number that has been paid, however I have tried to do this today (21/10/2024) and I am getting an error message saying "Oops - Clear Books does not have the required permission to access your device's storage. Please enable this through the device's app settings to use this feature". I have checked the app settings and it is showing "Allow". I have uninstalled the app and re-installed and I am still getting the same error message. App was working perfectly fine last week.

file

3 months ago

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