View files while entering a transaction
When creating or editing a transaction, you can open a side-by-side view of an attached PDF or image to make data entry easier.
About viewing files in transactions
- Use the side-by-side view when entering sales invoices, bills, and spend or receive money transactions.
- It's not available on quotes and purchase orders, or when viewing transactions.
View a file while entering a transactionWhile creating or editing a transaction:
Click the file icon then select the file to view.
Click the diagonal arrow to switch between preview and side-by-side view.