Settings and activity
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11 votes
Tim O'Brien
supported this idea
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26 votes
Tim O'Brien
supported this idea
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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