Just like sharing comments, it is possible to choose to share an invoice's attachments with your accountant.
To set this up, go to your Settings >, Inbound >, Share with accountant.
From there, you can choose to include the attachments in the UBL of the invoice and / or to append them to the PDF invoice.
Then you can choose to include (or not) the attachments from an invoice's details page.
- To import an attachment, click on the import area to open up the file explorer and choose the document(s) to import (or simply drag &, drop)
- Check the Share box to share an attachment with your accountant (it will be included in the UBL file), uncheck the box to keep the attachment in your account only.
- By checking the Append attachment box, it will be appended to the PDF invoice.
Note: any attachment you want to share with your accountant must be added before the invoice gets archived (i.e. before accepting a purchase invoice or before sending the customer a sales invoice). Attachments added after archiving will always remain internal, therefore not visible to the accountant.
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