Help us improve

Attach scan of actual invoice to purchase invoices

We currently scan all our incoming invoices to an online document management system.  It would be very useful in Kashflow to able to attach a .pdf file to purchase invoices and maybe receipts, etc to cash payments so that they can be instantly opened in the event of a query.  I can't imagine this has not been asked for before but I have not seen it anywhere.

  • Nick Robinson
  • Feb 7 2017
  • Already exists
  • Attach files
  • Admin
    Natasha Chryssafi commented
    February 7, 2017 17:15

    Hello

    Great news, this feature already exists.  On the invoice screen there is a section at the bottom with three tabs; Payments, Notes and Files.  Click Files and then Add File.  If you need any help with this feature, you can email support@kashflow.com who will be happy to assist.

    Thanks

    Natasha