Attachments to Purchases

[SarahSJM]

Hi
I must be doing something wrong as I can’t work out how to add my attachment to a purchase when I create it.
I’m having to create it, go back into purchases and then view and add it.

Can someone tell me if there is a quicker or easier way ?

Thanks
Sarah

[Spike]

Hi Sarah

I usually either upload the receipt or invoice to the receipt hub by email and then create the invoice from there. So when I create the invoice the attachment is already saved

[SarahSJM]

Hi Spike, how do I email the invoice directly into the receipt hub ? Thanks

[rhc]

Hi SarahSJM
You should find your answer here:

Email us your receipts

Introduction Are you looking for a quick and easy way to import your receipts into QuickFile? In this guide we will show you how to setup an email profile that will allow you to simply forward your receipts directly from your email software. All emailed receipts will land in your Receipt Hub where you can tag them to purchases or store them in your Document Manager. Emailing receipts to QuickFile will allow you to centralise your accounts and ensure that your record keeping is top notch, shou…

You can also use the quickfile app on your phone/tablet to take photos and create the invoices direct from there.