Scanning docs in to sales records
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.
