Forum Discussion

DanielleWSW's avatar
DanielleWSW
4 years ago

Add attachment/Document to Sales

I know it has been asked previoulsy but wondering if anyone knows if any progress on being able to add attachments / doucments to the sales window?  Will this ever happen or will it ony ever be a fun...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi DanielleWSW 


    Currently, AccountRight will only allow for the user to add external reference documents to bills and contact records. The AccountRight browser interface will also allow for users to attach documents to banking transactions. While we are aware that some users would like to see that expanded to other transaction types such as Sales, we are not able to provide any additional information at this time on the status of those requests.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi DanielleWSW 


Currently, AccountRight will only allow for the user to add external reference documents to bills and contact records. The AccountRight browser interface will also allow for users to attach documents to banking transactions. While we are aware that some users would like to see that expanded to other transaction types such as Sales, we are not able to provide any additional information at this time on the status of those requests.

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