Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

Hi Zoho Team,

We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized.

However, we’ve noticed a limitation:
There is no way to attach a document from the "Documents > Files" section to an already entered transaction such as a Bill, Expense, or Invoice.

🟡 Current Issue:
The "Add to" option only allows creating a new transaction (bill, expense, etc.), but doesn't allow assigning the document to a transaction that was already entered manually.

🔵 Requested Feature:
Please enable the ability to:

  • Attach existing documents to already recorded transactions (Bills, Expenses, Invoices, Credit Notes, etc.)

  • Or add an option to search and link existing transactions directly from the Documents section.

This small enhancement would greatly improve document traceability and help businesses that:

  • Receive documents via email later,

  • Use autoscan limits wisely,

  • Or manually enter transactions first and organize documents later.

Looking forward to your consideration and positive response!