How do I attach one or more documents to a transactions e.g. an invoice or receipt?
Many small business are trying to go paperless as much as possible. Many businesses now email their tax invoices and receipts directly to their customers to save time and postage costs. Cashbook allows you to store and save all those tax invoices and receipts to each specific accounting transaction that relates to them. You can also do the same with saved scanned documents.
You can attach a document to an actual receipt or payment in the cashbook, or to a debtor or creditor invoice. This document can then be viewed at a later date. Transaction documents can also be added to a backup, so your accountant can also view the documents.
Transactions in the cashbook receipts and payments listing
a). When adding a new transaction or editing an existing one:
Click on the Close button.
You will now notice the button is now green. This indicates there is at least one document attached to the transaction. You can add more than one document to one transaction.
b). In the Cashbook Receipts and Payments window:
Debtor and Creditor Invoices
Documents can also be attached to Debtor and Creditor Invoices:
Viewing existing documents attached to a transaction