Setup for Attachments:

G/L – Setup – Preferences. Entry tab.

Check the box to allow file attachments and set the path where attachments will be stored. All users must be able to access this folder. The computer will make a copy of the attachment and store the copy in the designated folder.

Adding an attachment to an entry:

Click the Attachments button on the entry screen. A list of any existing attachments will be displayed.

To add an attachment, click on the Add icon.

Select the file that you want to attach. The file can be any type of file that Windows can open (.pdf, Word Document, Excel Document, an image file, etc.). You may attach more than one file by clicking the Add icon and selecting each file to attach. Click Save when finished, then Exit. The other icons on this screen allow you to Delete an attachment or Clear All attachments. Double-click to browse any attachment. You may add, delete, or browse attachments at any time during an entry or after the entry has been posted.

Scan and attach on the fly:

If you have access to a scanner from your computer, you can scan and attach the file to the present vendor, account, or entry. Simply click the Scan button, scan the document, name the file, and save.

The file is now added to the attachments list for this entry.

Viewing Attachments:

The Account history browse, Vendor history browse, etc. will indicate if the entry has an attachment. Click to highlight the line; right-click to see the attachment.

List of attachments for this entry is displayed.

Double-click on the attachment name to browse. Click Exit to return to prior screen.