Forum Discussion

BDHuxley106579's avatar
BDHuxley106579
4 years ago

Scanning docs in to sales records

We love the "In tray" facility that allows Suppliers invoices to be put into the Purchases Register. Is there any way we can do the same for Sales Register? We need to be able to put our Factory ord...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi BDHuxley106579 

     

    Great to hear that you are loving the In Tray functionality!

     

    In terms of sales transactions, AccountRight will only allow documents to be uploaded for Bills or Spend Money transactions. Sales transactions would not allow you to upload a document.

     

    However, you can upload documents in the browser interface to banking transactions including deposits. So you could look at adding that document to the payment transaction if required. Help Article: Attaching documents to bank transactions.

     

    Alternatively, within the desktop application, when you open the Customer's card you will have in the top left an Attachments option. This will allow you to attach documents to the customer's card. These documents do need to be uploaded or dragged and dropped into that window. They are not able to come from the In Tray.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi BDHuxley106579 

 

Great to hear that you are loving the In Tray functionality!

 

In terms of sales transactions, AccountRight will only allow documents to be uploaded for Bills or Spend Money transactions. Sales transactions would not allow you to upload a document.

 

However, you can upload documents in the browser interface to banking transactions including deposits. So you could look at adding that document to the payment transaction if required. Help Article: Attaching documents to bank transactions.

 

Alternatively, within the desktop application, when you open the Customer's card you will have in the top left an Attachments option. This will allow you to attach documents to the customer's card. These documents do need to be uploaded or dragged and dropped into that window. They are not able to come from the In Tray.

  • BDHuxley106579's avatar
    BDHuxley106579
    4 years ago

    Thanks Steven this will be the easiest solution for us. much appreciated ;) It works well and will encourage to use the Contact log more too.

    Sandy aka Huxley

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