Workpapers - Link notes to mulitple accounts
We would like to have the ability to link a note to multiple accounts, including different account types (eg liability and expense).
Susan Davies
shared this idea
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
-
Joe Tiddy
commented
I'm in NZ, so have only seen the instructional video, but I had wondered if you would be able to select multiple accounts to attach a note to.
Related, if the ability to attach documents to notes was available, then linking notes to multiple accounts would also have the effect of linking one single document to multiple account codes (something that is currently not possible with classic workpapers from *inside*). We currently work around this by linking to one sharepoint file, but it makes our workflow quite confusing.