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
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
Jo - Farm Focus
Jo - Farm Focus
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.
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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
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