Adding Attachments to Receivables Invoices

It would be very beneficial to be able to add attachments to receivables invoices in the same way we are currently able to do so with payables.

  • Guest
  • Dec 2 2024
  • Planned
  • Attach files
  • Rachel Ryding commented
    19 Mar 10:05pm

    Wow. I can't believe this is not a feature. This needs to change as we don't save paper copies anymore.

  • Keirsten Taylor commented
    28 Jan 06:42pm

    Yeah, disappointing to not see the same functionality extended to AR. We too had to come up with an off-system solution as the Blackbaud recommendation to attach docs to Client records isn't workable. You can't search on file name or even sort on Client attachments, so we are now using a shared drive so we can search on invoice number and other filename elements to retrieve back-up documentation.

  • Jeanette Emery commented
    24 Jan 09:08pm

    Agreed! In FE 7.0 we would save a copy of the invoice sent to the donor and/or the contract/grant agreement in Papersave but FE NXT does not have ability to add attachments on the A/R Invoice. Now we have to come up with a new storage solution for these documents instead of them being easily accessible within FE NXT.