Reporting - Attach documents to published reports
To be able to attach documents (images / PDF ) to published reports.
For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc
Andrew Syme
shared this idea
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Cate Madden
commented
This makes the accountant and bookkeeper roles much easier as we are both able to quickly view the source documents
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Melinda McAuley
commented
It would be really helpful to be able to add the bank statement to a published bank rec
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Julia Rebhan
commented
Agree that in particular it would be really useful to add the bank statement to a published bank rec
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Shelley Ferguson
commented
It'd be good to have the ability to attach files to published reports as sometimes there is a lot of work done in the background or information received externally that supports how you came to the end result. Especially for bank recs.
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Louise Tonkin
commented
The most important one to be able to add a pdf to is the bank reconciliation. Once a bank rec has been done, attaching a copy of the pdf bank statement really helps the audit trail.
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Simonne Fleming
commented
this would enable quick reference for clients, and also when collaborating between BAS agents and TAX agents - and would therefore reduce time spent, and reduce cost for the business owner