Bank Transaction > Allocate Detailed Payment, Enable Attachments

DSTSC
DSTSC Member Posts: 1 Novice Member Novice Member
in Reckon One Ideas

When processing bank transactions and allocating detailed bank payments, I would like the ability to save attachments in the screen. The current message says "This payment needs to be saved before you can attach documents." which I understand as the attachment needs a payment number to reference against however when you click save, the screen closes and you do not have the opportunity to attach documentation.

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,053 Reckon Community Manager Community Manager

    Hi @DSTSC

    You're right, the process around this could be improved.

    Just for some context, at the moment a transaction needs to be saved so that it creates a record in the database so that an attachment can then be applied to it.

    Once you've saved the detailed payment, if you open it again you'll be able to add an attachment to it.

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  • corey
    corey Member Posts: 1 Novice Member Novice Member
    edited September 22

    Would be GREAT if this was on the list for improvements? I have raised this in the past as it very annoying and time consuming if you have many individual attachments to make. The BILL screen allows attachment before the screen closes which is good.

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