For years, accountants have asked us to offer drag-and-drop abilities for attachments in the bank feed. We’re excited to share that as of today, you can! This feature is available to everyone using the new bank feed. You can drag a file into one of the rows, or if you click into a transaction, you can drag the file into that transaction.
We’ve also added a new access point for the files inside of the transaction, so when you click into it, you can more easily see where the files went.
This is purely an interface change, and nothing about the way the attachments work has changed. In particular, we don’t support adding attachments to matched transactions, and those will turn red if you try to drag attachments onto them. Similarly, we don’t support carrying imported attachments over to matched transactions, though that’s something we’re actively working on.
As always, our goal is to help you move through the bank feed as quickly and efficiently as possible with the minimum number of clicks. We’re excited to see how you use the new feature!
