Feature Request - Ability to attach documents in Cin7 Omni
We require the ability to attach PDF, JPEG, DOCX, XLS, etc in Purchase Orders or Sales Orders to create a trail against each order placed in Cin7 Omni.
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We require the ability to attach PDF, JPEG, DOCX, XLS, etc in Purchase Orders or Sales Orders to create a trail against each order placed in Cin7 Omni.
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13 comments
Our bookkeeper would love that! Even better if the docs synced to Xero… eg Supplier PIs and invoices
Hi Tim,
Are you aware that Google Drive can be added to the Purchase Order and/or Sales Order admin screens so you can save files? They are not linkable with Xero - Xero would still need to be added directly though Kate. Thanks!
Hi Sharon, I wasn't aware. Is it an extra cost to have Google Drive added to these screens?
We weren't! That would be great!
No extra charge that i'm aware of. Just raise a ticket and request for it to be added on.
No worries.
From Cin7 Support:
Unfortunately our Google drive integration is not functioning at this moment. We are actively working on getting this running again, but where we stand at the moment with this, it is a third party we are awaiting.
I do not have a time frame for this to be working again at this point.
Thanks Kate, hopefully they'll have it up and running soon. It's a popular feature for those using it.
It won't be popular if it suddenly stops working!
I did not realize that such a thing existed, we absolutely need this.
Hi, it's working now. Just raise a ticket and they'll add it. Thanks!
Thanks, have requested the add.
Hi there, can we do the same with Onedrive? we require the same functionality
Hi Ben,
Unfortunately, No. Cin7 has only built an integration with Google Drive.
Thanks,
Chris Saju
CNZ Consultants
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