Bank Reconciliation - Make Files button available without clicking 'Add details'
Show the document button on the reconciliation page without having to click "add details" so documents can be dragged and dropped
Nikki Hubbard
shared this idea
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Rhonda Wray
commented
When reconciling an account, able to attach a document from the main screen vs having to open the "add detail" and then adding the document.
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Vanessa John
commented
On the bank rec page it would be a real time saver to have the document/attachment button on the suggested answer rather than having to click add details and add it there :-)
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Natascha Natke
commented
It would be great if we were able to attach a file from the 'create' tab of the bank reconciliation screen, instead of having to click into 'add details'. Basically adding the ability to drag and drop onto the create tab, or having a file icon available on this screen, without having to click into 'add details'.