Shannon Gilmour's Avatar

Shannon Gilmour

03 Apr, 2015 10:05 PM

A two-parter:

Issue/Question - Attachments as replies:
A very eager client accepted my estimate and immediately sent all his documents as attachments in responses to my estimate email. I can't find them anywhere, so I'm guessing they're gone. Is that correct? Are there any settings or future plans to allow acceptance of attachments in Account notes?

Suggestion - Receipt Storage for Expenses:
As it's taxtime, I've realized that it would AWESOME if my receipts were all loaded in with my recorded expenses.

Love the app, otherwise! Thanks!

  1. Support Staff 1 Posted by Seth B on 03 Apr, 2015 10:10 PM

    Seth B's Avatar

    Hey Shannon,

    Sorry but yes those attachments are gone. Been in the plans for awhile…and we just haven’t gotten around to it.

    Also, totally agree on the receipt thing as well. Both improvements we need to make to the app.

    No time table for either, as we’re upgrading the technology Cashboard runs on at this time so we can grow bigger and add features faster down the road.

    seth @ subimage llc

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