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Status Implemented
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on May 16, 2019
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RKN1-I-498 Show which transactions have attachments.

Add paper clip symbol on transactions that documents have been attached to Merged

I would like the paper clip symbol to be added to transactions that you have attached a document to when viewing from Reckon One Transactions and reports if possible or column - Attachments - Yes/No

  • ADMIN RESPONSE
    May 23, 2019

    This is now live as we had already planned to do this based on internal feedback and testing. We have not used a paperclip, but instead have shown the user whether the transaction has None, 1, 2 or 3 attachments. You can also filter the Attachment column by this number, including None.

    NOTE:

    For existing book owners you will need to ADD the column using the Show/hide column settings - see the icon in the list view.