Attachments to invoices
We would like to attach back up to invoices in Accounts Premier 2021 to avoid digging through paperwork years later. Is this possible?
Comments
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Not too sure exactly what you mean .. Do you mean a Backup of your Company File or are you wanting to attach a saved copy of an invoice (eg PDF, Word etc) ???
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saved pdf or possibly word if it can't be pdf
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This is a new feature introduced in the latest (2021 R2) version! It's not the actual file itself but the link (or 'shortcut' to it) that can now be attached & these attachment links can be added to List Names as well as Transactions 😊
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Thank you! I had been trying using the 'link' but assumed it might be a hyperlink. All good now, we will copy and paste!
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I don’t think you can copy and paste, the last time I investigated this it’s only a link to a file on your computer or Dropbox or something similar. In Quickbooks online you can put a copy of the PDF attached to each bill but it’s not the same in Reckon
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I think the confusion is that the "link" process allows you to copy & paste the file path of the document you're linking.
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