Accounting Ideas

We attach purchase ledger documents as pdfs against the invoice. We used to be able to reopen them as pdfs, but relatively recently they started opening in preview

I think most users would benefit. I am Finance Director for a charity, and we get grants from a number of organisations; from time to time we need to send copy invoices to the grantor - we record transactions in Sage, attaching scanned documents to the transactions. We will then (from time to time) need to copy some of the transactions to send to the grantor. Downloading them straight from Sage is the preferred and efficient solution. The system as it is makes it inefficient. Sage used to give this functionality, but for some reason there has been an update to take this away. I've used other systems which allow this to happen.

  • Guest
  • Mar 3 2021
  • One For The Future
  • Attach files
  • Guest commented
    10 May, 2021 01:58pm

    +1 we definitively need a one click preview for attachement at a normal size for our screen

  • Guest commented
    10 May, 2021 11:42am

    Feedback from French customer: too many clicks are required to open an attached document to an invoice. Once opened, it's only a preview of the document, far too small, so another click is again needed to download the file.