Did I read correctly that you can now attach a supplier’s invoice to the enter bills window? In PDF format?
Sort of @Kris_Williams .. You can attach a document link to the Bill transaction
Shaz Hughes Dip(Fin) ACQ NSW, MICB
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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.
Is this what you are looking for?
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?
Did you find this at all Kris? I would love to do this
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:
Okay how do you attach the link then?
On the toolbar in the bill window there’s a box called link with a paper clip icon
Yes I tried that but it takes me no where, no idea how to link the PDF
The Reckon Help site has this & other resources 😊 :
Yes I agree Barbara I just tried it, very confusing. I’ll have a better look and try to answer your question
Thank Kris appreciate that, I too am looking through this document at the moment
I just found this, should be on the same place you are looking too
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 :-)
But can you get it to work, just using a PDF link I don't use dropbox
Quickbooks online is a breeze too
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.
You don’t have to use Dropbox, I’m still checking it out
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
Hahaha, thank goodness it is just not me then. Thank you so much for trying though.
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
Barbara, no I didn't. I got busy and put it in the too hard basket for the time being.
I can understand I don't think Reckon do this well at all,