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Upload a file to support transactions

Raise a journal and you can upload any file type (.pdf, .xls, .doc etc) of workings to support your entry.

Files can also be uploaded to support customer, invoice, supplier, purchase etc entries, but crucially not .xls (spreadsheet) files.

No files can be uploaded to support bank transaction entries. Why?

All businesses should be trying to minimise paper supporting documentation. This can only happen if Kashflow allow s working papers and other necessary documentation to be uploaded in any format and tagged to any accounting transaction.

  • Guest
  • Jul 28 2021
  • New
  • Attach files