Accounting Ideas

attach files/docs to bank transactions whilst posting from bank feed

This would save SO much time & going backwards & forwards. At the moment it's a case of posting the transaction (create) in bank feed & then going back to activity top open each transaction & dragging the files in to attach. This would be useful in Start as there is no supplier ledger to pre-post invoices to & for all the businesses who operate on no credit terms but pay as they go.

  • Guest
  • May 1 2022
  • One For The Future
  • Attach files
  • Guest commented
    27 Jul 09:39am

    100% agree this is really needed as as we prepare for MTD ITSA would a great tool to promote clients use of Sage

  • Guest commented
    20 Jun 11:53am

    Is there any forecasted date on this? With MTD ITSA on the horison this would be SO useful as we train people to use SCA & convince them that it's the software that will be most beneficial to them? This would be a huge step.