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.
When editing a draft or awaiting approval bill, the side by side view will display automatically.

View a file while creating a transaction

  1. In the transaction, click the file icon Image of file symbol.
  2. If there is no file attached, click +Add from the file library... or +Upload files... to attach a file.
  3. 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.

      Image of an arrow icon pointing downward and to the left.

    • To close the file preview, click the X icon.

      Image of a 'X' icon.

    • To preview multiple files attached to the same transaction, click the left or right arrow.

      Image showing preview arrows.