attach documents to Receive money

Question

Is there a way you can attach documents in "Receive Money"?

DBrokers · Answer

I have just tested how to attach a document to receive money in the browser which works - but how do I then go back and look at that attachement at another time?

Steven_M · Answer

Hi @Jesi

The attaching of documents to additional transaction types is a popular feature and idea of the product. While we can certainly see the need for it, to my knowledge, this is not a current feature that we are looking into at this time.

If you do need to attach documents to those banking transactions then we do recommend using the Bank transactions window in the AccountRight browser interface to achieve that.

SammiB · Answer

I agree. it would be a great option to have on the desktop version.