If you enter a credit card receipt and only enter a payee, and NOT a vendor, the image of the PDF image of the credit card receipt basically vanishes. When you attach the image in the 4-7-3 window, there is no way to go back to it. If you want to go back and pull the image from the register, it does not carry over to the 1-3 Journal Transactions window. We have converted to paperless, so it would be nice if a scanned image carried to the 1-3 window for these types of transactions.

Comments

  • We don't seem to have a problem attaching a receipt to 4-7-3 and also seeing it in 1-3.

  • Yes, this is so strange. You're allowed to save an attachment at 4-7-3, but I have found the same issue. Why is it not possible to go to previous entries as we are able to in other screens? Makes no sense. Enter the credit card receipt and it is gone for good! Some of that detail, such as what may be entered in the grid, ends up showing up as "consolidated". and along with Josh H., why allow an attachment to be saved, but it is not accessible ever again?! Going to 1-3.....JE is there, but no attachment. REALLY hope this gets corrected.