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 transaction

While creating or editing a transaction:
  1. Click the file icon Image of file symbol then select the file to view.

  2. Click the diagonal arrow to switch between preview and side-by-side view.

    Image of diagonal arrow to toggle attachments view.