Re: User proposal: File attachments to Orders and AR/AP/GL transactions in 1.3

[ario <..hidden..>]

Hi,

until now I've not been able to take a look at 1.3, but what I'm missing
until now in 1.2 is the ability to include a (link to a) file in the
'source' field which could link to a copy of the source document, for
instance the official receipt obtained from a AP transaction cash
payment to a vendor.

Clicking on this link while reviewing the transaction would immediately
pop up the source document on the screen in a preferred (settable in the
preferences) document/picture viewer.

Sorry if something like this is alraedy implemented, but due to very
limited time I've not been able to review any newer versions of LSMB
than the 1.2.21 that I'm still using until now.

Thanks


On Sat, 2011-07-02 at 07:29 -0700, Chris Travers wrote:
> Hi;
> 
> I am looking at an enhancement to add file attachments to AR/AP/GL
> transactions.  These could then be downloaded and viewed, or saved to
> disk and printed through whatever program is used to view them.  This
> is a discussion to flesh out the user requirements of this
> enhancement.
> 
> What I am currently thinking is an attachment list between the
> note/subtotal portion of the AR/AP transaction, invoice, or order
> screen and the buttons, and between the line items and buttons on the
> GL screen.  The list would include the date attached, the file name,
> and the file type.  A link to a file attachment page would be provided
> if looking at an existing transaction only (in 1.3 currently we only
> allow printing or emailing of existing transactions).  This would
> allow a user to click on a link and attach a document to an invoice,
> transaction, or order.  Clicking on a link would bring up a new window
> which would display the file if the web browser was set up for it, or
> download the file if not.
> 
> Additionally considering adding a checkbox to automatically attach an
> invoice being emailed or printed.
> 
> The file attachment screen would prompt for input for file type and
> name, and would allow the upload of the file.  If the file name is not
> provided the file name of the upload would be used.
> 
> Only one file with a given name would be allowed per transaction or order.
> 
> Any thoughts?
> 
> Best Wishes,
> Chris Travers
> 
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