Bill Attachments

MADPASC
MADPASC Member Posts: 2 Novice Member Novice Member
in Reckon One

Hi,

I am not sure if this feature exists in Reckon One, I would like to upload the Bill invoice so that it is attached to the bill information entered, like you can with Xero. Is this a feature of Reckon One?

Thank you

Andrew

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    Hi @MADPASC

    Yes you most certainly can add an attachment to a bill transaction in Reckon One 🙂

    After saving the bill transaction, you'll be able to add a file to that specific transaction using the attachments feature (example below).

    image.png

    There's more info on document/file storage in Reckon One in our help guide which I'll link here -

    https://help.reckon.com/article/0z6gx2y6w8-document-storage

    If you have any questions around this let us know 🙂

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