View files while entering a transaction
When creating or editing a transaction, you can open a side-by-side view of an attached file to make data entry easier.
About viewing files in transactions
- Use the side-by-side view when creating a sales invoice, bill, spend or receive money transaction.
- The side by side view is not available on quotes and purchase orders, or when viewing transactions.
View a file while creating a transaction
- In the transaction, click the file icon .
- If there is no file attached, click +Add from the file library... or +Upload files... to attach a file.
Select the file to view it in a large window.
Click the arrow icon to switch between the large window and a side by side view.
To close the file preview, click the X icon.
To preview multiple files attached to the same transaction, click the left or right arrow.