An area for documents to be dragged and dropped into regardless of whether they were attached to a transaction
- for example a customer agreement or an HP agreement which may not sit with one transaction.
Admin
Alex Nunn
Sep 15, 2025
You can add to traders and we are currently working on get the paperclip function added to bank statements and fixed assets along with other areas too.
I was thinking more along the lines of Xero where it is just an area you can either email to (so an Infinity email address) or can drag and drop files of documents into.
You can add to traders and we are currently working on get the paperclip function added to bank statements and fixed assets along with other areas too.
I was thinking more along the lines of Xero where it is just an area you can either email to (so an Infinity email address) or can drag and drop files of documents into.
Hi Liz,
Would you be looking to have something along the lines of "Trader Attachments" for this?