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Attaching invoices to Bill window

Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭
edited June 28 in Accounts Hosted

Did I read correctly that you can now attach a supplier’s invoice to the enter bills window? In PDF format?

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 1,448 ✭✭✭

    Sort of @Kris_Williams .. You can attach a document link to the Bill transaction

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • Wayne SeabrookWayne Seabrook Member Posts: 16

    Has anyone got clear instructions on how to add the link in bills? I've tried to follow instructions I did find but have been unsuccessful so far - but that could be my computer skills.

  • BruceBruce Member Posts: 344 ✭✭✭
  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    Wayne Seabrook I am trying to figure out the same, as I know Xero has this feature and easy link and add a copy of the bill, but cannot find it in Reckon, did you solve this?

  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54
  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭
    edited September 17

    You can’t attach an actual PDF, but you can attach a link to the PDF that you store on Dropbox or a folder on your computer, or maybe even online storage elsewhere, I haven’t used this feature in Xero but use it daily on Quickbooks online


    Reckon Accounts users now have the capability to attach links to external files, such as documents or images, to various lists and transactions in Reckon Accounts. These documents can be stored in cloud storage such as Dropbox, Onedrive, Google Drive etc, or your own network drive. The choice is yours.

    Using Links instead of an actual attachment gives Reckon Accounts users the ability to:

    • Choose their own storage provider or location, meaning you own the document, not Reckon (important for documents that must be retained for tax or payroll audit purposes for many years).
    • Modify, update or replace the files they are accessing or sharing without opening Reckon Accounts or needing a Reckon Accounts licence. It can all be done in their own storage (Cloud or network drive) without changing the link or downloading the file.
    • Ensure the most recent document available for them.
    • Manage attachment size. If Reckon were storing the documents, for example, we would need to limit the file size of your linked files. Now the choice is yours.
    • Promote good storage practices within your business. Physically saved attachments often end up on a user's local machine, meaning they are not accessible to other people within your organisation.
    • Better manage file security by utilising the share options available in most online storage providers.
    • Share documents outside of your organisation, such as standard terms and conditions for your customers.


  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    Okay how do you attach the link then?

  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭

    On the toolbar in the bill window there’s a box called link with a paper clip icon

  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    Yes I tried that but it takes me no where, no idea how to link the PDF

  • Acctd4Acctd4 Accredited Partner Posts: 1,448 ✭✭✭

    Hi Barbara

    The Reckon Help site has this & other resources 😊 :

    https://help.reckon.com/article/a4lwucbslf-reckon-accounts-links

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭

    Yes I agree Barbara I just tried it, very confusing. I’ll have a better look and try to answer your question

  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    Thank Kris appreciate that, I too am looking through this document at the moment


    https://help.reckon.com/article/a4lwucbslf-reckon-accounts-links

  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭

    I just found this, should be on the same place you are looking too


  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    Oh dear that is horrid sorry to say, Xero is just so damn easy and Reckon is very difficult and I cannot see any fix. I will wait though in case I am missing something Kris :-)

  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    But can you get it to work, just using a PDF link I don't use dropbox

  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭

    Quickbooks online is a breeze too

  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54
    edited September 17

    Ah ha, just not Hosted, I also use Enterprises, so might check that out too, and loved Quickbooks but only have the old version unfortunately was advised by Reckon to go with Hosted.

  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭

    You don’t have to use Dropbox, I’m still checking it out

  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭

    Enterprise and Hosted are both the same, and process is just as impossible in both. You will have to wait until @Rav answers the question, or someone who knows the process. I have never used it

  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    Hahaha, thank goodness it is just not me then. Thank you so much for trying though.

  • Kris_WilliamsKris_Williams Member Posts: 2,087 ✭✭✭✭

    I have just read through all of the instructions and I have to say that I can see where the process is going, however I am quite experienced in computer techniques but I feel this is not a user friendly process for many of the people who use this forum, including me. I didn’t bother to follow it through as I was only trying to answer Barbara’s question and don’t have a use for it, and after seeing what it’s all about would not waste my time. Quickbooks online is a breeze, click attachment, browse, select and done, your PDF can be opened from any login on any computer

  • Wayne SeabrookWayne Seabrook Member Posts: 16

    Barbara, no I didn't. I got busy and put it in the too hard basket for the time being.

  • Barbara Allen-GuthrieBarbara Allen-Guthrie Member Posts: 54

    I can understand I don't think Reckon do this well at all,

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