Accessing Xero (and other) attachments
Many of our clients that use Xero attach invoices and other relevant paperwork to the individual postings directly in Xero. These attachments are accessible directly through Silverfin. As you can see from the screenshot below, these are generally accessible if you go into the relevant nominal ledger reconciliation in workflow 2: Preparation, expand on the ledger via the View Ledger button and any attachments will show on the individual line by the blue symbol:
Click on the symbol to bring up the attachment in a separate window, which you can then download using the Download button at the top right of the screen.
We are told by Silverfin that attachments can be accessed for the following software platforms:
On Premise
ExpertM GenericCsv - experimental Oras ProAcc SageBob SapB1 TopAccount Venice Winbooks |
Cloud Bocount Economic ExactOnline ExactOnlineFr ExactOnlineNl NetSuite NetSuiteSubsidiaries SageBusinessCloudAccounting Xero2 XeroTb2 Yuki |
On Premise
Cegid Popsy Sage50 VeroCount |
Cloud
Bocount2009 Codat Inventio Konsolidator Octopus QuickBooksGl Twinfield WinbooksOnWeb WingsOnline |