Attaching scanned receipts and documents to transactions
Sometimes its handy to add electronic notes or scanned images to a transaction to help clarification or as a way of collating your paperwork.
So for example you could attach a time sheet to an invoice transaction, or perhaps scan a lunch receipt and attach it to an expense transaction.
This process helps to keep all of your paperwork together in one place. So, we have added the facility to attach scanned paperwork (invoices, receipts etc) to income and expense transactions in the portal.
To do this, just press the ‘Attach’ icon on the row of the transaction you wish to process.
This will show a browse pop-up, and you can either navigate to the file you wish to attach, or drag it onto the browse button. The file will then be uploaded into the AccountsNet portal and be linked to the selected transaction.
Once attached, the icon will change, and you can use the paper-clip to view the document or image, and the red cross to delete it from the transaction.
If you are out of the office, perhaps having lunch or a bar meal then its handy if you can just use your mobile to scan the receipt for later reimbursement, and upload it to a folder on the portal.
To enable this, we have developed a new app, which is allows you to create new on-line folders, scan receipts or other paperwork, and upload it to your chosen folder.
The newly added items will then be visible on the secure desktop within the portal as a permanent record.
These additions will further enhance the AccountsNet portal as a place where clients can not only access all of their accounts info at any time, but also securely store all of their business paperwork, which can be accessed via desktop or mobile.