M
DownloadReleasesGuidesChatbotAccountantsForumCloud Edition

Attachments

The Attachments tab provides a centralized view of all files attached to transactions throughout your business.

This screen allows you to manage attachments from one location, making it easy to find, view, and rename files without having to navigate to individual transactions.

Managing Attachments

Click the Edit button to rename an attachment. This changes only the display name without affecting the original file.

Click the View button to open the attachment in your default application for that file type.

To learn more about editing attachments, see: AttachmentEdit

Table Columns

The table shows key information about each attachment, including when it was added, which transaction it belongs to, its filename, and file size: