Help us improve

Enable facility for document manager.

Adding any document - invoice -  terms or miscellaneous important  information required to the actual supplier/customer you are using.

  • Guest
  • Aug 9 2018
  • Already exists
  • Attach files
  • Admin
    Julie Shepherd commented
    August 09, 2018 08:47

    Hi Carole.  There is a facility to attach files to a customer or supplier record on the bottom of the profile tab.  Clicking "Files" will display an "Add Files" button which will open the window to select which file you wish to attach.  If you need any further help with this, please contact support@kashflow.com.