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Attach a file to invoice before emailing in Accounts Hosted

Katrina Crute

I was wondering if there was some way of attaching a document to the invoice prior to emailing it from Hosted. Currently I have to download the invoice and email it with the attachment from Outlook, but I would much rather upload the delivery docket and attach it to the invoice. This can occur in Xero quite easily (and I can see C: drive), I don't want to go to Xero (AT ALL) but desperately want this feature in Hosted. Is it there and I just can't see it?

Thanks for your assistance.
Katrina

Comments

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Katrina Crute

Have I tried what?

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Katrina Crute

Kevin, I can't see how to attach a file to an email in Hosted thats what I am asking for; obviously I can't see where you do that. I just click email and the email goes, there doesn't appear to be anyway of adding an attachment. What am I missing? Did you provide some instructions somewhere?

Katrina Crute

Kevin, Do you have any further advice for me?

Joy Bodker

Hello Katrina,
If you select email a tax invoice at the top left side there is a box that says attachment, this then opens the select file attachment box and you can choose Qdrive or Bdrive and the file you need, I guess you would need to upload the file first into Qdrive. I just tried this and the file is in the Upload folder in Qdrive.
Hope this helps.
Joy

Pam_9173848

Thankyou Joy I too did not know if you could attach an invoice and was following this thread and appreciate your clear answer!

Ginie Smith_9511314

Thanks heaps Joy Bodker, that greatly helped me as well!

Daniel Cozzolino

Hi, I am trying to do this in the Reckon Accounts Hosted 2021 but cannot see any box on top left as described above.

I have looked in File > Send Forms and also from within the Tax Invoice Form itself but still cannot find it.

Would someone please help direct me? With thanks, Daniel

Kris_Williams

I am unable to see it either, would be interesting to hear if it’s possible

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Kris_Williams

Except that my email window does not open up to allow me to select attachment or change message

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Kris_Williams

Danny

go to Preferences, Online, Company preferences tab and tick the box ‘display each email before sending”

‘Just found it

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Kris_Williams

I’ve Never had to turn it on in previous versions

Daniel Cozzolino

Thanks a lot for your help! I will try it out soon.

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