Can I attach files to invoices when I send them?

Admin316171
Admin316171 Member Posts: 11 Reckoner Reckoner

I've recently changed from Reckon Accounts Desktop to Accounts Hosted. Some of our clients require job photos and signed forms to be sent with our invoice.

This was really easy to do in the desktop version where the invoice was sent via outlook however I'm not sure what to do in Hosted.

I'm thinking I would need to upload the docs to my Q drive and attach them from there... but this seems quite cumbersome compared to what I'm used to.

Is there an easier solution, also what is the capacity of Q drive if I'm uploading pics for every invoice?

Thanks

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    There are a few options ...


    • As you suggest, you can upload the docs to your Q Drive (I'd create separate Folder(s) in Q Drive for this & delete docs from it as required to minimise use of storage space) Make sure your Online Preferences (Under Edit dropdown menu > Preferences. Select Online in LHS list & click on the Company Preferences tab) has the option for Display each email before sending ticked to allow you to add attachments onto each email:



    • Alternatively, if you like the direct, manual attachment ability of Outlook, you can send the emails directly out of Outlook locally by saving the Invoice to your Q Drive (via either Save as PDF under the File dropdown menu or by printing to a PDF printer instead of your local one), downloading it to your PC & attaching it, along with your other required docs


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

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

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,344 Personal Range Elite Expert Personal Range Expert

    You could also email the invoice to yourself and then forward with any attachment that you want to include.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Admin316171
    Admin316171 Member Posts: 11 Reckoner Reckoner

    Thanks so much for your help Shaz & Gerry, I'm running with your option Gerry - so far so good.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,344 Personal Range Elite Expert Personal Range Expert

    You can still call me to discuss if you have any other problems.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com