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Status New idea
Workspace Reckon One
Categories Accounting
Created by Guest
Created on Sep 29, 2020

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When performing a Receive Money entry, provide an Attachments box that allows you to upload PDFs etc as a file attachment to the entry

You provide the facility to add attachments for Make Payments in Essentials, but not the same feature in Receive Money entries, even though arguably this would be even more useful.

  • ADMIN RESPONSE
    Sep 29, 2020

    Hi Bruce. We surveyed a large sample of our users a while back and they overwhelmingly requested document attachment on bills and payments. the most cited reason was record keeping for taxation. That said, we'll definitely get around to adding documents to all transactions in 2021.

  • Attach files