It would be nice to see if a file/invoice is included from the transaction screen. I have some invoices added in and others are still paper copies. Even if there was a heading with file, and check mark in the transactions including a invoices.
Admin
Steve Tippe
Jan 7, 2026
Hi Sarah, I may be confused as to the details of your request as I believe we already have that. If I've missed the boat, please feel free to correct me.
When you attach a file to a transaction, on some screens (not all quite yet) we display a paperclip icon in the list to indicate that a transaction has an attachment.
When you click on a transaction with a paperclip, you should see the attachment indicated immediately below where you enter the reference number and if you click on that attachment you should be getting a slide out from the right hand side of the screen that will show you a preview of that attachment. If I've misunderstood, I'm sorry. Pease reply to this comment with any additional details you think might help me.
Hi Sarah, I may be confused as to the details of your request as I believe we already have that. If I've missed the boat, please feel free to correct me.
When you attach a file to a transaction, on some screens (not all quite yet) we display a paperclip icon in the list to indicate that a transaction has an attachment.
When you click on a transaction with a paperclip, you should see the attachment indicated immediately below where you enter the reference number and if you click on that attachment you should be getting a slide out from the right hand side of the screen that will show you a preview of that attachment. If I've misunderstood, I'm sorry. Pease reply to this comment with any additional details you think might help me.