Attachments to invoices

54668
54668 Member Posts: 29 ✭
in Reckon Accounts (Desktop)

We would like to attach back up to invoices in Accounts Premier 2021 to avoid digging through paperwork years later. Is this possible?

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,401 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    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) ???

    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!)
  • 54668
    54668 Member Posts: 29 ✭

    saved pdf or possibly word if it can't be pdf

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,401 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 2021

    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 😊

    https://help.reckon.com/article/a4lwucbslf-attachment-links


    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!)
  • 54668
    54668 Member Posts: 29 ✭

    Thank you! I had been trying using the 'link' but assumed it might be a hyperlink. All good now, we will copy and paste!

  • Kris_Williams
    Kris_Williams Member Posts: 3,290 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    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

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,401 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    I think the confusion is that the "link" process allows you to copy & paste the file path of the document you're linking.

    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!)

Categories