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  1. Bank Reconciliation - Make Files button available without clicking 'Add details'

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    submitted  ·  11 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Tim O'Brien supported this idea  · 
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    Tim O'Brien commented  · 

    Currently to add a file while in the "Reconcile" tab of a bank account feed I have to click through to "Add Details". It would be much quicker if I could add / attach a file from the main feed.

    Preferred workflow:
    Click "Reconcile Transactions" on the bank account from my home page
    Check details of transaction
    Add file (receipt or invoice)
    Click OK
    Move on to next transaction