File manager

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".

File upload in CashCtrl

Upload files

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.

Almost uploaded file

File viewer

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.

This is how the file viewer looks like.

Attach documents and files

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.

Attach files