[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]
Re: User proposal: File attachments to Orders and AR/AP/GL transactions in 1.3
- Subject: Re: User proposal: File attachments to Orders and AR/AP/GL transactions in 1.3
- From: Luke <..hidden..>
- Date: Sat, 2 Jul 2011 15:57:42 -0400 (EDT)
On Sat, 2 Jul 2011, Chris Travers wrote:
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
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
Are you saying (re existing transactions), that if I was creating an
order, I could not attach a file? Instead I would create the order, save
it, then go to reports, search for it, pull it up as an existing
transaction, and then attach the file?
If you're saying that, I note that i would not prefer that method.
Additionally considering adding a checkbox to automatically attach an
invoice being emailed or printed.
Meaning that the file(s) attached (one checkbox per file) would be
included with the email/print job?
Easy enough for email, but printing might be another matter.
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.
It should auto determine type. One of the libraries, or even the "file"
command, or fallback to extension.
(Assuming that's what you mean by type [MIME type].)