Files Inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
Hitesh Timbadia
shared this idea
Appreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
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Scott Lebus
commented
This is the holy grail and I don't understand why hubdoc, xero, and a host of others don't get it. Let me explain! Most bookkeepers auto download bank transactions and reconcile every month, which includes categorization (auto or manual). Most upload receipts in a variety of ways on various occasions. There are many softwares that analyze receipts and store them including hubdoc. Why would anyone in their right mind want to go back and find the receipts one by one to attach them into already categorized and reconciled transactions using 1. xero to pull receipt into or 2. hubdoc to "categorize" the receipt and "publish" it. Both ways are a total waste of time. Why not just match the transaction total and approximate the date and automatically upload file to transaction? Yes I realize there may be slight errors in exact dates and similar amounts but even if there is duplicate receipts uploaded once in a great while it doesnt matter since your not altering the data just looking at image.
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Hitesh Timbadia
commented
Kelly
yes, am aware we can attach from within the transaction. just that in terms of efficiency, both ways will be better, espcially in cases like ours where we have lots of scanned docs and attaching them one by one from within the transaction take a very long time.
anyway, appreciate your prompt response, and hope there will be more support for this soon !