Attaching files to purchase transactions

Question asked by Kevin Gaunt 9 years ago

Hi. Am I right in thinking that there is no way to attach a file if one uses the import tool?

2 Replies

Hi Kevin - yes that's right. As an alternative, if you use Receipt Bank, you can send them all the attachments and they create the import for you to pull in, with attachments (Via Tools>Integration)

Could you add this feature so you can attach invoice while explaining the transaction? We use dropbox for invoices so we don't really want to pay for another program to deal with the receipts. We need to allocate each receipt to a specific project so the Receipt Bank wouldn't even help much in our case.

thank you

Ela

Reply to this question

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