Uploading Files & Attachments

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Financio allows you to add file attachments to all your Sales and Purchase documents. This function can be used to share files with your suppliers/customers; alternatively, it can be used to store files internally for safekeeping. 

Supported:

• Supports all file type
• Total attachment size limit: 10MB; 2MB per file
• Total Storage Available: 20GB

How to attach/upload files:

Go to the related Sales/Purchase Document (Quotes, Invoices, PO, Bills) > Scroll to the bottom > Select the 'Drop or Click to Upload' button > Choose the file to be uploaded.

Share or Store

After uploading the attachment, you have the option to share the attachment with your customer/supplier through Financio's e-transaction function or simply store the attachment internally.

The share button is found on the top left corner of your attached file. When 'share' is toggled, the button will darken.