• Bank statements
• Emails
• Handwritten expenses claim forms
• Letters
• Original Invoices
• Photos
• Receipts
• Timesheets
• Voice mails

See:

New Look UI FAQ

Amend, Cancel or Delete Transactions‍ 

Attaching Documents

1. Click Attach Document in any transaction or master record to open the Document Manager.
2. Click Browse to navigate to the location of the document on your Desktop.
3. Click Upload file to copy the file from your Desktop and upload it to the Cloud, where it can subsequently be viewed or printed.
4. When the file has been uploaded, it will appear under Remote Documents.
5. To add comments, select the relevant document and add comments, as necessary.
6. Click Close or continue uploading further documents.

Managing Attachments

1. Open the transaction or master record with the attached document.
2. The number of attached documents will appear next to the Attach Documents icon. Click to view the documents in the Document Manager.
3. Right-click on any of the documents to open/download, upload, refresh, delete, or rename them. 

Adding Notes

Add notes to quotes, orders, and invoices from their respective listing screens. 

1. Click on the Notes icon for the relevant transaction.
2. In the Notes screen, click Add New Note. 
3. Complete the note and click Save.

Viewing and Editing Notes

In the relevant listing grid, hover on the icon in the Notes column. This will display the most recently added note. Click the icon to view all notes:

Now you can view/edit any previusly added notes: