Forum Discussion
3 Replies
- Steven_MFormer Staff
Hi karmar07
The ability to attach documents to all banking transactions including Receive Money/Receive Payment transactions is available in the AccountRight browser interface through the Banking>>>Bank transactions window.
At this time, we don't have any further information we can supply into whether that functionality will be included in the desktop application.Hi Steven
It looks like the only documents you can only attach is importing Bank Statements as a QIF or OFX, . I need to attach PDF documents that relate specifically to individual Receive Payment or Receive Money transactions. How is this done?
Thanks Karen
- Steven_MFormer Staff
Hi karmar07
From the Banking>>Bank transactions window you would select the down arrow on the far right of the previously imported bank transaction (through bank feeds or statement file). From the expansion that does appear, in the bottom left is the Attach file button.
For more information on this process please see Help Article: Attaching documents to bank transactions