The Bank Transfer transaction does not have any su...
# administration
a
The Bank Transfer transaction does not have any subtabs/ability to add a custom field. Any creative solution to uploading a file to a saved bank transfer record?
k
What's the use case for doing this?
Could you use a custom record with a list/record field of transaction filtered to bank transfers and then a document link field? Would be visible as a separate saved search - but probably not able to be associated to the transaction page itself.
a
They want to upload the bank transfer PDF file to the record. They are more paper oriented than I would like so hopefully they grow out of it. My workaround currently is to upload the file, then paste the URL to the memo field on the transfer, your solution would be better long term certainly