Accounting Ideas

Add column 'Attachment' to Banking Activity page

Am wanting to ensure my users give me as many receipts as possible. Understand having to go into each cleared activity to add an attachment, but think it would be really good to have a column that shows whether any attachments are on that row. Easy, ata glance way of seeing missing receipts...

  • Guest
  • Apr 27 2023
  • We're Taking A Look At This
  • Attach files
  • Guest commented
    2 May, 2023 04:34pm

    This is something where a simple report could offer this option or a drill into another consistent report (GL detail) to include the column would be very beneficial.

  • Guest commented
    2 May, 2023 04:33pm

    I also would like to see a column in the P&L drill down of the GL columns. Trying to identify which expenses are missing or have attachments would greatly assist the abililty to ensure attachments of receipts and invoices are included.