You can attach documents using the new SmartVault Toolbar for FreshBooks. The list of supported entries to which you may attach documents is shown below. Documents attached to these transactions are uploaded to their respective folders in SmartVault. These folders are located in your vault at Applications\FreshBooks\Documents.
For more information on how to install the SmartVault Toolbar for Xero, see Install the SmartVault Toolbar for the Web Browser.
For more information on how to attach documents using the SmartVault Toolbar for FreshBooks, see How to Attach Documents from a SmartVault Toolbar.
|Main Category||Entry Type||Suggested Documents to Attach|
|Estimates||Estimate Item|| |
Photos, Email, Catalogs
|Home tab||Photos, email, contracts, general information|
|Invoices||Credit Note|| |
Refunds/credits, checks, email
|Invoices||Invoice||Invoices, timesheets, expenses receipts|
|Invoices||Invoice Item||Photos, email, catalog|
Check image, invoices, email
|Invoices||Recurring Profile,||Invoices, email|
|People||Contractor||Email, contracts, plans, 1099s|
|People||Staff||Photos, email, W2s, HR Information|
|Reports||Balance Sheet||Financial documents|
|Reports||Report||Reports, spreadsheets, PDFs|
|Time Tracking||Project||Reports, spreadsheets PDFs|
|Time Tracking||Task*||Email, Visio, Excel, project management documents|
|Dashboard||NA||Annual reports, financial documents, objectives, general information|
|Report||Reports, spreadsheets, worksheets|
|Settings||Chart of Accounts||Privacy notifications, terms, contracts|
* Can only attach to transaction after it has been created.