Please enter a search term.
Error ~ No results could be loaded.
The File Manager allows files to be uploaded and saved in CashCtrl. This allows to attach files such as PDFs of receipts or invoices to bookings, documents, articles, persons, etc..
The files are stored exclusively on servers in Switzerland and can be downloaded as a zip archive if desired.
All files are organized in the file manager. Imported Excel, CSV, vCard and camt files are also stored here. 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. There it can be definitely deleted with "Empty recycle bin".
Option 1: One or more files can be dragged with the mouse directly into the browser window with the file manager.
Option 2: Individual data can be created via "Add" in the upload dialog. There you can also adjust name, description and category.
CashCtrl recognizes the file extension, shows the corresponding icon and if possible a preview.
Double-click on a file to open the detailed view. The original file is displayed (if possible). With the arrows at the bottom right you can scroll to the next file.
In all areas files can be attached via the paper clip icon . A file can be uploaded directly or an existing file can be selected. Any number of files can be attached.
Attachments can also be dragged directly into a dialog window. A file can be attached to a booking or an invoice by dragging and dropping.
