QBP: Ability to attach documents to Businesses (edited)

Dick_Davis

Also, the ability to add documents such as the Certificate of Fictious Name, IRS Letter for EIN, various County/Locality documents, would be beneficial. These documents would then be able to be referenced with the business. Also, when this file is shared with the Account, these documents would be available.

NOTE: Accounts tag was selected as there was not an appropriate tag to select.

DryHeat

I like being able to attach receipts, etc., to individual Transactions. That's a logical place to keep them.

But I don't think I would attach files to a Business in Simplfi very often. The file attachments system Simplifi uses is a flat list where you view some kinds of documents but you have to download them to do much else. Editing a document involves downloading, deleting, and replacing. I find it much easier to keep business documents (for multiple businesses) in an organized folder/subfolder system in my local and cloud computer storage.

I don't think Simplifi is intended to be a document management system, and I don't think it will ever serve that purpose very well.