Settings and activity

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1. Reporting: Account Transactions Report - Show Files icon & number attached

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   submitted  ·  33 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Anthony Gray commented  ·  11 December, 2024  ·  Edit…  ·  delete…

   This would be very useful, particularly with more clients uploading supporting documents against transactions.

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   Anthony Gray commented  ·  11 December, 2024  ·  Edit…  ·  delete…

   This would be extremely useful, particularly with more client uploading documents to support transactions.

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   Anthony Gray supported this idea  ·  11 December, 2024

2. Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Anthony Gray supported this idea  ·  02 October, 2023