Workpapers - Offer both Attach URL and Attach document when clicking Attach document or file next to an account
On original Workpapers I would click the Document button next to an account and I'd have the option to upload a file OR paste a URL.
In new Workpapers, I click the Attach a document or file paperclip next to the account and I am by default, only shown the Attach document option.. I have to Click Attach URL to paste the URL.
Offer both or offer the choice to choose the default (ours is Attach URL, every time).
This change adds a click EVERY. SINGLE. TIME. we want to attach a URL (which is all the time).
Terrible change.
And don't come back and say I can use the + Add URL button at the bottom... that's for the whole Workpaper NOT the account.
Also, why change the order of Title and URL as well? Did BGL even try Xero Workpapers before building this? It is not any better, nor faster and has now just flipped the order of a process which didn't need flipping.
Sam Gray
shared this idea
Hi everyone, we released an update last week to the module for attaching documents and now both files and URLs can be added from the same view. 😁
