Farm Focus can safely store documents against the invoice or bank transaction they relate to. There is also The Vault to store any other documents that don't relate to a specific invoice or transaction.
You can attach as many documents to an invoice or transaction as you like.
Examples of attachments include:
kill sheets
supplier statements i.e. Farmlands
hire purchase agreements
contracts
photographs
Once the document is saved in Farm Focus, you and other users with access to your farm business can quickly and easily locate the document at any time.
How to attach a document to an invoice or transaction
You can save attachments wherever you see the paper clip icon. This includes invoices, bank transactions, asset register, document storage and non-financial stock events.
Click on the paper clip icon. This gives the option to:
drag and drop a document or
browse and select a document
Drag and drop
Drag the document from its location on your computer or tablet i.e. the Downloads folder.
Drop it into the invoice or transaction record.
Browse
Click on Browse and locate the file on your computer or tablet.
How to remove a document
Locate the invoice or transaction the document has been attached to.
Click on the paper clip icon in the top right corner of the screen.
Click on the trash can icon located to the right of the file name.
Select Delete.
NOTE: If the invoice is located on a web page i.e. your Gmail account or a supplier's website, you'll need to save the file to your computer before attaching it in Farm Focus.