Upload of paying in slips and cheques

When cheques or cash are paid in at the bank is there a recommended way to upload an image of the cheque or paying in slip - our bank statement just says ‘chq in’ or ‘cash in’ - I would like to have access to the images when tagging

Hi @Jonathan_Richardson

There’s no “QuickFile Recommended Way”, but it’s an open forum, so other users may comment below.

You could create a new folder in the document manager and store them in there. Unfortunately payments can’t have documents tagged to them, but you could attach the uploaded document to the invoices they relate to.

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