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CashCtrl PRO has a file manager with which files can be uploaded and saved in CashCtrl. With this, files such as PDFs of receipts can be attached to bookings, documents, articles, persons, etc.. The files are stored exclusively on servers in Switzerland.
In the file manager all files are organized. The File Manager shows an overview of all files available in CashCtrl. Imported vCard and camt files are also stored. Files can be sorted, modified, deleted and assigned to new categories.
The column with the checkmark indicates if a file is used somewhere. If a file is deleted it is in the recycle bin and can be definitely deleted with "Empty recycle bin".
Option 1: One or more files can be dragged directly into the File Manager window.
Option 2: Individual data can be entered via "Add" in the upload dialog. There you can also enter a description and further information.
CashCtrl recognizes the file and shows the corresponding icon.
Double-click on a file to open the detail view. The original file is displayed (if possible). The arrows at the bottom right can be used to jump to the next file.
Files can be attached to almost anywhere using the paperclip icon. A file can be uploaded directly or an existing one can be selected. Click on it and select the option.
Any number of files can be attached.
If you have to do a lot of manual posting, it may be easier to attach the receipts directly. Using drag and drop, the file of the voucher can simply be dragged into the booking dialog. This way it will be attached automatically.
If files are attached, the paper clip icon is marked. Attached files can be removed again via the X icon. The file is not deleted, but only the link.
For example, if receipts are to be submitted for the tax authority, files can be downloaded as a ZIP archive. All documents or only documents of a certain category can be selected. Simply mark all desired files and download them by clicking on Download.
By clicking the More button, the table of all files can be downloaded as Excel, CSV or PDF file.
Tip: name your receipts stringently according to the same pattern, e.g. "2022-11-15 receipt Coop.pdf", so that they can be processed more easily later.
