Notes Section
Notes Section-Would it be possible to add an attachment option to the Notes section, rather than only being able to add a written note? This would be useful for keeping supporting documents together with the relevant notes
Jariska Van Der Berg
shared this idea
Hi Jariska, while it's not possible to add attachments within the History & notes section of a transaction, you can simply upload/attach the document within the transaction. This will not be available to the customer unless you select to include the document with the invoice. See more on this here.
Does this solve the needs you're after?
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Jariska Van Der Berg
commented
I was thinking more specifically about the Payroll section for each employee. It would be helpful if we could attach emails and any supporting documents provided by employees, such as updated employee details or new documents they send through.
This would allow us to keep all payroll-related employee documents together in their profile and upload a new version whenever an employee provides updated information.