Attachment icons on completed view
complete
B
Brian Eccles
On completed view for line entries it would be good to have icons that show if a source document exists.
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Jo - Farm Focus
Hi Peter and Diane,
The view in the Completed page defaults to Coded Lines.
Change this view to Transactions by clicking on the toggle in the top right corner.
This view displays transactions that have attachments.
Millie - Farm Focus
complete
You can now see a paperclip icon to show a document is attached in the Completed screen (both coded lines and transaction view).
Jo - Farm Focus
Merged in a post:
attachments to transactions
K
Kathy Bills
It would be great to be able to see if there is an invoice attached to a transaction without having to open it
Jo - Farm Focus
Merged in a post:
Seeing if invoices are attached
Pattie O'Boyle
Can FF think about changing the view so Accts can see if there are attachments while in the coded lines view? Or could another other option be for there to be a flag on ABC to indicate there are attachments? This is going to be crucial for upcoming end of year processing.
Jo - Farm Focus
Merged in a post:
Completed Screen
C
Cindy Mackenzie
Can we please get the addition of attachments in this screen so we can quickly see what is missing an attached invoice after the fact.
Jo - Farm Focus
Merged in a post:
See attachments in completed
R
Robyn Le Grice
Would be really great to be able to see the attachment icon in the completed screen without having to actually click into the transaction.
Jo - Farm Focus
Merged in a post:
Invoice Flags
A
Ann Low
It'd be handy if in the Completed screen any transactions that have invoices or documents attached have a wee flag or similar showing they have attachments please.
A
Ann Low
I second this feature please - it'd be very handy to make sure the data is complete (e.g. Milk pmt stmts are attached for full year of pmts)
Katie - Farm Focus
Hi Pattie, thanks for your feedback. We will pass this feedback on to our development team and keep you updated with the progress. We'll keep this post open to monitor votes for prioritisation.
V
Vicki Worker
For us accountants the paper clip that you can see in Completed./transactions needs to be changed so you can view in in the coded lines screen so you can sort by code and see what invoices are missing for say asset purchases. As it stands its too time consuming to locate transactions one by one and see if they have attachments or not. We need this fixed asap so available when starting to prepare 2022 accounts & check what info needs to be requested from clients and that isn't already saved , OR for the paperclip or another indicator to be shown on the ABC report so we know what to request. Thanks
Farm focus
Merged in a post:
attaching documents to a transaction
K
Kathy Bills
it would be great to be able to drag and attach a document to the a transaction in the needs action list without having to open the transaction each time.
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