Introduction
Where can I add attachments?
Use the Document Manager to attach documents to both accounts and transactions from the following listings:
- Sales: Customers, Quotes, Orders, Item Invoices, Batch Invoices
- Purchases: Suppliers, Orders, AP Inbox, Item Invoices, Batch Invoices, Bulk Payments
- Items: Items
- Banks: Bank List
- General Ledger: General Ledger Accounts, GL Journal Manager, GL Cost Accruals, Transaction Browser, VAT Return List
- Employee Expenses: Expense Claims, Mileage Bands
- Fixed Assets: Fixed Assets
- Approval Workflow: Workflows
Document Size and Format
The maximum document size is 10MB.
Accepted formats include:
- PNG
- JPG
- TXT
- DOCS
- PPTX
- MPP
Attachment Types
Examples of attachments include:
- Bank statements
- Emails
- Handwritten expenses claim forms
- Letters
- Original Invoices
- Photos
- Receipts
- Timesheets
- Voice mails
See:
Add Attachments
Attaching Documents
- To open the Document Manager, click on the attach icon for the relevant record.
Alternatively, open the record and click Attach Document.
- Go to Click to upload and either select the file or drag and drop it from your document manager.
The files will appear automatically in the Remote Documents folder:
Adding Notes to Documents
To add comments, select the relevant document and add comments, as necessary.
Manage Attachments
Managing Attachments
- Open the record with the attached document. Alternatively, click on the attachment icon in the listing grid. If any documents are attached, the icon will appear with a document.
- The number of attached documents will appear next to the Attach Documents icon. Click to view the documents in the Document Manager.
- Right-click on any of the documents to open/download, upload, refresh, delete, or rename them.
