Please note all new ideas remain hidden from public view until reviewed by our team.
Announcement: September 2023 We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web. Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only. Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers. |
Thanks for creating the idea in the Reckon One ideas channel. For reference, this idea is found at https://ideas.reckon.com/ideas/RKN1-I-321
Thanks ifti, can you also do it from Reckon one? - i dont see how.
Hi all,
You can attach documents to an Invoice from Reckon Accounts before you send it.
When the email preview shows up (turn it on from Edit > Preferences > Online > Company Preference > tick Display each email before sending.), click on the "Attachment" button from the top left and then attach the documents that you want.
Please find the attached screenshot for reference.
I hope the above helps.
Thanks
Ifti
Ditto, every single one of our invoices have to have multiple attachments, so currently none can be sent directly.
I would love to have the option to attach documents to invoices especially. At the moment email the invoice to myself then attach the documents and email again.