how do I attach supplier invoices into Reckon Hosted

JER
JER Member Posts: 11 Novice Member Novice Member
edited January 29 in Accounts Hosted
I am wanting to attach a PDF of each supplier invoice I enter into Reckon Hosted.  Is this possible?

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Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,673 Reckon Community Manager Community Manager
    edited January 2020
    JER,
    Check out the Cosmic Invoice and AutoEntry add on's that integrate with Reckon Accounts Hosted.

    Cosmic Invoice

    AutoEntry
  • JER
    JER Member Posts: 11 Novice Member Novice Member
    edited January 2020
    Hi Rav, my company uses Reckon hosted in NZ. 
    We are not looking for a mobile app, simply one that when we enter a bill into Reckon, we can attach a PDF of the bill as well. 
    thanks
  • Sheryl Nathan Mitchell
    Sheryl Nathan Mitchell Member Posts: 9 Novice Member Novice Member
    edited January 2020
    Am in NZ also. To send as PDF I send it to myself. Convert to PDF. Then send it to Recipient.
  • JER
    JER Member Posts: 11 Novice Member Novice Member
    edited January 2020
    HI, I'm not wanting to send it on to any recipient.  I am just wanting to attach the invoice within Reckon so at any time we can drill down to see the source document, eventually eliminating the need to keep the paper invoice
  • Sheryl Nathan Mitchell
    Sheryl Nathan Mitchell Member Posts: 9 Novice Member Novice Member
    edited January 2020
    Unfortunately, as it has been explained to me, Reckon isn’t for file keeping. Our office is paperless. I bcc all invoices to myself. Save them to hard drive/cloud. It is frustrating.
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