The data entry screens for invoices and payments, including bank receipts and payments, have the option to add documents to the transactions.
On the totals bar at the bottom of the entry screen there are buttons for Details and Documents, and if you are an Invoice entry screen, there will be a Messages button:
Click on the Documents button to open a new screen. From here you can Add, Download and Remove documents.
Documents can be added or removed from transactions even when they have been included in a
bank reconciliation. They can also be attached to Opening invoices.
Files can only be uploaded if they are in .pdf format. Each file must also be less than 5MB in size.
If you copy a transaction which has documents attached, the documents will not be copied into the new transaction.
When a transaction with documents is removed, any links to documents are deleted.
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