Hi, I’m moving from Bokio to Dolibarr which is a step forward to doing everything inside Dolibarr. First time using the accounting module, I see it’s not possible to attach a file to a journal transaction as I did with Bokio.
What is the Dolibarr way to do that and keep my receipts and invoices in Dolibarr? For instance, Uber fares, restaurants, telephone, internet, etc… Should I create a provider for all these receipts ?
Thanks
Perhaps expense reports can help you? I can attach files to that.
Do you use the simple or the advanced accounting module in Dolibarr?
Advanced. I have an accountant who doesn’t know Dolibarr. He will check the accounts and settings for me, I will record the expanses, he will then check the accounting.
So, expense reports seems to be the right choice, but except that, are the “provider” invoices and client invoices easily findable from the accounting in case of a tax control ?
I don’t know, I do not yet use that module
