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Attaching documents to a "Receive Money" transaction

outsourced_01

Hi Everyone,

Is there a way to attach a document to a bank transaction in the Account Right desktop app, or is this only available in the online version?
I have multiple receive money transaction that I want to attach a PDF to, I have worked out how I can do this online through the bank transactions, this attachment does not then show in the desktop app.

Thank you

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Accepted answers

SupportNoteGuy

Hi @outsourced_01 - thanks for the question!

Yes, you can attach documents to transactions in the AccountRight desktop app - here's a help topic that explains how: Attaching documents to transactions.

I hope this helps!

Adrian

All comments

APlusAccounts

Hi SupportNoteGuy,

you say documents can be attached to transactions BUT your link only demonstrates how to attach them to purchase journals. How does one attach a document to a receive money transaction (as per outsourced_01 Member's original question)?

Thanks,

Jo-Anne

SupportNoteGuy

Hi @outsourced_01 - thanks for the question!

Yes, you can attach documents to transactions in the AccountRight desktop app - here's a help topic that explains how: Attaching documents to transactions.

I hope this helps!

Adrian