Complete

Status set to complete, votes transferred to: 

https://www.sagecity.com/gb/sage-50-accounts-and-sage-50cloud-accounts-uk/i/sage-50-accounts-and-sage-50cloud-accounts-ideas/report-to-show-supplier-invoices-that-do-or-don-t-have-attachments

Reporting on attachments

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.