Ability to see whether an attachment is included with a Journal Entry

Copies of checks and donation forms are to be attached to each new donation processed in the office.  This is sometimes overlooked.  It would be very helpful to simply be able to see if a journal entry has an attachment.  An enhancement to this idea would be to not only see that there is an attachment but to actually see what the title on the attachment is.

  • Guest
  • Aug 23 2016
  • Completed
Reports/Queries
  • Attach files
  • Admin
    Kimberly Hammer commented
    February 13, 2023 15:57

    We released an update this weekend that allows you to report on journal entry attachment file names. To learn more, please check out our 7.76.0 New Features Guide.

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  • Admin
    Kimberly Hammer commented
    December 06, 2022 15:07

    We've added the ability to query and report on journal items with attachments, please see our help documentation for more information: Reports and Query: Journal Entry Attachments

    We are also planning to add the ability to report on attachment file names. I'll update this idea once this functionality is released.



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