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Drag and drop file attachment

I would like to attach invoices to my purchases in Kashflow so that I can do away with the mounting paper files. I have a Dropbox account, but the current process seems very clunky. My invoices are typically received as an email attachment and I would like to be able to create a purchase in Kashflow then attach the invoice directly from the email - ideally by drag & drop. At the moment it appears that I need to save the invoice attachment 'somewhere' and then upload it via Kashflow which will put it into Dropbox? I believe you can also save it yourself in the correctly numbered place in Dropbox and it will get picked up by Kashflow, but that doesn't sound very easy given the hundreds of suppliers and invoices I have.

  • Guest
  • Apr 11 2020
  • New
  • Attach files