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Old 11-12-2013, 05:28 AM
RobJoy RobJoy is offline
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Join Date: Mar 2003
Location: UK
Posts: 3,858
Attachments - development

I love the ability to attach files to list items and transactions, but it needs a bit of development.

1. I ought to have an attached file for every bill. So it would be really good to be able to see an 'Attachment' field in reports and in the supplier centre transaction window, so I can easily identify any I've missed. Just a tick would be fine, I don't need to see the file name.

2. I have a pdf Notes file for each customer - we've kept them for years, along with other files on a network drive. It consists of all manner of hand-written, and other stuff which I scan, so the customer Notes field won't do. OK, so I can attach it to a customer. But we need it to still be on that network drive for access outside QB, and I need to update it. So what I'm asking is for the attachment to be linked to an external file, rather than a static copy in the QB company folder.

3. I'd really like the attachment details to show the original file date, rather than the date I attached it.
Joyce Beck
Accounting and bookkeeping support, QuickBooks Pro Advisor
Home and small business computer services in Northampton, UK
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