Attach a file to invoice before emailing in Accounts Hosted

Katrina Crute
Katrina Crute Member Posts: 22 Reckoner Reckoner
edited July 2020 in Accounts Hosted
I was wondering if there was some way of attaching a document to the invoice prior to emailing it from Hosted.  Currently I have to download the invoice and email it with the attachment from Outlook, but I would much rather upload the delivery docket and attach it to the invoice.  This can occur in Xero quite easily (and I can see C: drive), I don't want to go to Xero (AT ALL) but desperately want this feature in Hosted.  Is it there and I just can't see it?

Thanks for your assistance.
Katrina

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,402 Accredited Partner Accredited Partner
    edited July 2020
    Have you tried it?
  • Katrina Crute
    Katrina Crute Member Posts: 22 Reckoner Reckoner
    edited January 2018
    Have I tried what?
  • Zappy
    Zappy Accredited Partner Posts: 5,402 Accredited Partner Accredited Partner
    edited January 2018
    Attaching a file to the email? I thought I was pretty clear. 
  • Katrina Crute
    Katrina Crute Member Posts: 22 Reckoner Reckoner
    edited January 2018
    Kevin, I can't see how to attach a file to an email in Hosted thats what I am asking for; obviously I can't see where you do that.  I just click email and the email goes, there doesn't appear to be anyway of adding an attachment. What am I missing? Did you provide some instructions somewhere?
  • Katrina Crute
    Katrina Crute Member Posts: 22 Reckoner Reckoner
    edited January 2018
    Kevin, Do you have any further advice for me?
  • Joy Bodker
    Joy Bodker Member Posts: 7 Novice Member Novice Member
    edited June 2018
    Hello Katrina,
    If you select email a tax invoice at the top left side there is a box that says attachment, this then opens the select file attachment box and you can choose Qdrive or Bdrive and the file you need, I guess you would need to upload the file first into Qdrive. I just tried this and the file is in the Upload folder in Qdrive.
    Hope this helps.
    Joy
  • Pam_9173848
    Pam_9173848 Member Posts: 34 Reckoner Reckoner
    edited January 2018
    Thankyou Joy I too did not know if you could attach an invoice and was following this thread and appreciate your clear answer! 
  • Ginie Smith_9511314
    Ginie Smith_9511314 Member Posts: 1 Novice Member Novice Member
    edited January 2018
    Thanks heaps Joy Bodker, that greatly helped me as well!
  • Daniel Cozzolino
    Daniel Cozzolino Member Posts: 5 Reckoner Reckoner

    Hi, I am trying to do this in the Reckon Accounts Hosted 2021 but cannot see any box on top left as described above.

    I have looked in File > Send Forms and also from within the Tax Invoice Form itself but still cannot find it.

    Would someone please help direct me? With thanks, Daniel

  • Kris_Williams
    Kris_Williams Member Posts: 4,203 Reckon Hall of Famer Reckon Hall of Famer

    I am unable to see it either, would be interesting to hear if it’s possible

  • Zappy
    Zappy Accredited Partner Posts: 5,402 Accredited Partner Accredited Partner
    edited April 2022

    KW here ya go. And thanks for making me look that up

    16494778395043288226172892992837.jpg


  • Zappy
    Zappy Accredited Partner Posts: 5,402 Accredited Partner Accredited Partner

    Danny, see above


    Zappy

  • Kris_Williams
    Kris_Williams Member Posts: 4,203 Reckon Hall of Famer Reckon Hall of Famer

    Except that my email window does not open up to allow me to select attachment or change message

  • Zappy
    Zappy Accredited Partner Posts: 5,402 Accredited Partner Accredited Partner

    Are you sure? Mine works the same on Hosted and Desktop.

  • Kris_Williams
    Kris_Williams Member Posts: 4,203 Reckon Hall of Famer Reckon Hall of Famer

    Danny

    go to Preferences, Online, Company preferences tab and tick the box ‘display each email before sending”

    ‘Just found it

  • Zappy
    Zappy Accredited Partner Posts: 5,402 Accredited Partner Accredited Partner

    Good work KW. I always have that on by default.

  • Kris_Williams
    Kris_Williams Member Posts: 4,203 Reckon Hall of Famer Reckon Hall of Famer

    I’ve Never had to turn it on in previous versions

  • Daniel Cozzolino
    Daniel Cozzolino Member Posts: 5 Reckoner Reckoner

    Thanks a lot for your help! I will try it out soon.

  • Zappy
    Zappy Accredited Partner Posts: 5,402 Accredited Partner Accredited Partner

    No problem Dan. Delighted to be of assistance

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