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Ability to attach files to an invoice

Richard Cooke   ( User )

Commented 2 years ago

I need to provide time reports or expense reports with my invoices. I have been attaching the files to the invoices, but there does not seem to be any way to indicate I want them included with the invoice when I e-mail it. Or downloadable from the customer portal would be perfect. Some files can be a bit large for emails. Better if they can download it.

Richard Cooke   ( User )

Commented 2 years ago

I tried to post this to the Custom Apps/Work discussion, but keep getting 500 errors!

I need to provide time reports or expense reports with my invoices. I have been attaching the files to the invoices, but there does not seem to be any way to indicate I want them included with the invoice when I e-mail it. Or downloadable from the customer portal would be perfect. Some files can be a bit large for emails. Better if they can download it.

I am not familiar with the code base or even the language, can somebody help me out here?

I would want this release to the public repo, I am sure others would find this handy!

Melda Melda   ( User )

Commented 2 years ago

Hello,

Thank you for the feedback. You can use the Projects App for the timesheets for your Invoices. For the second part of your request, we have forwarded it to the developer team.

Regards,

Richard Cooke   ( User )

Commented 2 years ago

Thanks Melda! I'm reading the sales brochure for "Projects" and it seems to offer a lot more things than I need. More importantly, I don't see off hand how it would allow me to attach a time report to an invoice. Is there a specific section of the online manual on this? And/or will I have to make up one or more projects just to have this feature?

Let Wheeler   ( User )

Commented 2 years ago

Check the documents app. You can add documents to an invoice and that document is saved in client portal.

Richard Cooke   ( User )

Commented 2 years ago

Thanks Let. the Documents App looks like an even bigger system than Projects! heh. Digging in to the documentation..

Bruno Cristovao   ( User )

Commented 2 years ago

Does the documents app allow documents to be visible to the public outside from the client portal? For example, General Documents Public View say on https://app.akaunting.com/000001/portal/public

Let Wheeler   ( User )

Commented 2 years ago

Bruno - Not without modifications.

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