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Our customers are asking to have incoming documents and/or attachments supported on Deposits and then transferred to G/L Entries.

It is needed to add supporting documents related to a deposit.
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Sincerely, 

Jodi Christiansen

PM, Microsoft


Comments

T

Our company just migrated from QuickBooks On-Line. We never imagined that something very basic like attaching documents to any transaction would not be supported in a mid-market financial system. It's disappointing that we must devise a workaround for this.

Category: Financial Management

T

A few of our clients have asked for this as well. Mainly they're looking to attach a copy of the cheque/check or payment information from the customer to the Deposit window and have the attachment carry to the Posted Deposit window.

Category: Financial Management