Software tips – Attaching PDF Invoices

by Rebecca Jones

Ever noticed these buttons whilst entering a transaction on your cloud-based software?

It’s possible to upload files to store alongside your transaction. So, if for example your invoices are sent to you electronically, to save you the hassle of printing a copy for your files, why don’t you upload a copy to your cloud-based software? This can help you, as well as other third-party users, easily locate supporting information without having to trawl through paperwork.

If using Xero, look for the first icon above when entering a transaction. Click the button and select “+ Upload files…” and select the document you wish to upload.

If using QuickBooks, look for the “Attachments” box at the bottom of the transaction you are entering. You can either drag and drop files into the box or click “Attachments” to select the file you wish to upload.

If using Sage Accounting, create your sales of purchase invoice as normal, click the attachment button (third icon above) and select “Upload files” and browse to find the file you wish to upload, or you can drag and drop attachments.

This function may be supported by other accounting software options (for example, Sage Line 50), so it is worth searching the online help function for further information if not listed above.

If you require any assistance or have any queries on using the features discussed, please do not hesitate to get in touch with your usual Ensors contact who will be able to direct you to a member of the team who can assist further.

Author

Rebecca Jones

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