Having the ability to add attachments to certain transactions is very useful.
I would like to ensure that attachments are in place for every transaction where I think this is useful before the external accountants have access to our records for preparing the statutory accounts, but there is no facility to run a report, or to download data to Excel, to check.
The only way of doing this at present seems to be:
- go to the nominal code I'm interested in
- scroll through to find any transactions where the type permits an attachment and look to see if there is one
- if there isn't, "View" the transaction to find out the supplier
- leave the nominal ledger and go to the Purchase Ledger
- find the supplier
- find the transaction
- add the attachment
- go back to the original nominal code
This is sooooooo long-winded, and would need to be repeated at the year end in case any attachments have been removed or missed, whereas running a report, or doing a download which said "yes" or "no" to an attachment being present would be quick and easy and just highlight the missing ones.