Bank transactions: Upload documents for expenses
If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount. I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it. "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"5.2KViews40likes4CommentsIn Tray: Attach Invoice Document Directly from Purchase Window
The In Tray functionality for purchases was a great addition and is extremely useful. I'd like to suggest being able to attach the invoice to a Purchase directly from the Edit Purchase window. Currently, if I'm editing a purchase and notice that no invoice has been attached, I can't just click an"Upload File" button. I need to exit the purchase, go to In Tray, Add Document, Link to Existing Bill, find the original Purchase I was working on and then link the uploaded document. It would be extremely useful to avoid all of these extra steps and just have a one-click upload feature, similar to the Unlink button you already provide in the Edit Purchase window.3.5KViews17likes3Comments