Attaching Files to Invoices Transaction

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Michelle Gadd
Michelle Gadd Member Posts: 1 ✭
edited May 2020 in Reckon Accounts (Desktop)

I am looking at purchasing Reckon Accounts Pro but need to clarify a key requirement.

1.  I need to be able to attach scanned documents (pdf files etc) which show proof of disbursement costs when invoicing a customer- it is a government/legal requirement when passing on certain costs -  e.g. Outgoings on a commercial property.

Does the software have the facility for this?




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  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
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    Hi Michelle,

    Accounts Pro doesn't have the ability to attach documents to invoices.  However it is possible to attach a document to an email as a separate document.  So the email will have 2 attachments, the invoice and the other document.  I don't know if that would be helpful but its the closest you can get.

    Regards,
    Shane.
  • ARC BookKeeping
    ARC BookKeeping Member Posts: 168 ✭
    edited August 2014
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    This would be a cool Feature....
  • Inigo
    Inigo Member Posts: 193 ✭
    edited April 2015
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    Hi Michelle,

    Contact Graham Boast as he appears to sell a product that would do what you need.

    http://www.reckonhelp.com.au/Addon_SourceLink.htm


    -IM


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