WayneC's avatar
Experienced Partner
6 years ago

Bank transactions: Filter by transactions with and without an attachment

It would be good to be able to search for transactions with attachments quickly and be able to access them from places other thant the Bank Transaction screen.


Can a filter be added to the Bank Transaction screen, similar to the show Transactions with Notes filter that currently exists, but make it show Transactions with Attachments?

Also, can there be an icon added to the General Ledger Transaction report (and other detail reports) to indicate there is an attachment on a specific transaction? 


Lastly, when that transcation is drilled down on from that report, can there be a button added to the actual transaction to allow us to access the attachment direct from the Spend Money/Receive Money transaction? 

Its far from ideal to only be able to access the attachments from the bank transaction screen.


"Finding transactions with attachments should be easier"

1 Comment

  • Status changed:

    Thank you for the idea. Unfortunately, this request has had little support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages