Drag and drop attachments in Business Central

Business value

Finance administrators and other Business Central users occasionally need to add a receipt or supporting file directly to an individual Expense or Mileage document. With this enhancement, you can drag a file from your computer and drop it directly into the document viewer. Alternatively, you can click the upload area and browse for the file.

This is a quicker and more intuitive way to supplement documentation or handle exceptions directly in Business Central. It creates a smoother workflow by reducing the number of steps required to attach documents, while keeping the existing Add action.

Feature details

The document viewer for individual Expense and Mileage documents now accepts files that are dropped directly into it. This also applies when an individual document is opened from an Expense Report or an Approval page. In all cases, the file is attached to the individual document. This enhancement includes:

• Guidance when there is no document is attached - an empty document viewer displays the message: “Drop a file here to upload, or click here to browse”. Users can either drop a file onto the area or click the message to select a file.
• Support throughout the existing workflow - drag and drop is also available when you open an individual document from an Expense Report or an Approval page.
• Support for documents with existing attachments - you can drop additional files into a document viewer that already contains a document. The viewer highlights with a “Drop to attach” border when a file is being dragged.
• File-size handling - using drag and drop, you can attach files of up to 20 MB. For larger files, you are prompted to use the existing Add action instead.
• Existing attachment method retained - you can continue using the Add action whenever you prefer.