Contacts - Add the File icon back to the Contacts transactions list
Under the previous Contact view, there was a book icon to show if there was an attachment to a bill. Now there is an icon to allow copy bill to draft bill. I can't imagine any time I would use this, but value being able to see if a bill has an attachment. I have to open the bill now to find if there is an attachment or go back to the Purchases section and create a report there.
Di Moss
shared this idea
-
Eric Tse
commented
I asked for the functionality of seeing an file/doc attachment on the Contacts Transactions List. This is very useful because we can easily focus on a contact's transaction history and see whether document are attached. For example, if the contact is a utility company, see the file icon will ensure a copy of the bill is attached. Convenient for checking and auditing too.
-
Philippa O'Mara
commented
How I see this working is that if you use the contact to view suppliers and there is a list of transactions and the transaction has an attachment of the original bill it would be really helpful to be able to view from contacts transactions line as well rather than clicking the transaction, opening it in bills and then click the attachment. I see it working like when you are in bills and you click on the attached bill on the side and it opens up in a window to the left of the screen and the list is now on the right.
-
Heather Palmer
commented
100% agree why was it even removed.
-
Julie Bartlett
commented
When you go into a contact, you can see items that are outstanding and what has been paid, but it would be good if there was the 'pdf' icon against the transaction in this screen rather than having to view the item to see the document.