Reckon One - Ability to attach pdf's to receipts

Allie2021
Allie2021 Member Posts: 10 Reckoner Reckoner
in Reckon One Ideas

I would like the ability to attach pdf documents to receipts in the same manor that you can with payments & bills.

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,164 Reckon Community Manager Community Manager

    Hi @Allie2021

    Just to confirm, are you looking to add attachments to the receipt transaction screen like the below example?

    image.png
  • Allie2021
    Allie2021 Member Posts: 10 Reckoner Reckoner

    Yes, is that something you can already do?

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,164 Reckon Community Manager Community Manager

    No you're fine, I just wanted to clarify. You can't add attachments to those receipt transactions at this stage (thanks for raising the idea for it!), but you can add attachments to the corresponding invoice itself if that would work in your use-case?

    For example, if you had something like a proof of payment PDF or some other type of doc that is relevant to the invoice, you could attach it to the invoice transaction. I'll add some info to this here but this idea is open for voting and I can see you've got a couple more already so I'd definitely encourage more folks to add their votes ๐Ÿ™‚

  • Allie2021
    Allie2021 Member Posts: 10 Reckoner Reckoner

    I would like to attached paperwork to receipts that don't have an invoice raised. i.e. investment dividends and capital returns.

    Thanks Rav.

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