Notes, Links and Attachments Widget
Note: Attachments are an advanced / premium feature that needs to be turned on. If you do not see the small paper clip on the far right of the client screen in your app please contact firstname.lastname@example.org and we will enable this feature for you.
Upload supporting documentation to a Client, Adjusting Trial Balance and an Account Line! Click on the paperclip to launch.
Use the upload button.
Or if you're working on the fly, just drag and drop a file onto the account line. A green box will indicate you can drop a file on the account.
Drag and drop to add files to the Adjusting Trial Balance too!