Introduction
For review purposes, you can attach multiple scanned documents and memos to all master records and transactions. Examples of attachments include:
- Bank statements
- Emails
- Handwritten expenses claim forms
- Letters
- Original Invoices
- Photos
- Receipts
- Timesheets
- Voice mails
See:
Transaction Type explanation and menu locations
How Do I Amend, Cancel or Delete Transactions?
Attaching documents to Transactions or Master Records
Uploading documents
- Click Attach Document in any transaction or master record to open the Document Manager.
- Click Browse to navigate to the location of the document on your Desktop.
- Click Upload file to copy the file from your Desktop and upload it to the Cloud, where it can subsequently be viewed or printed.
- When the file has been uploaded, it will appear under Remote Documents. Click Close or continue uploading further documents.
Viewing attached documents
- Open the transaction or master record with the attached document.
- The number of attached documents will appear next to Attach Documents. Click to view the documents in the Document Manager.
- Select the document you want to open, save, print, or email.
Managing documents
Right-click on any of the documents to open, download, delete, or rename them.
To add comments:
- Highlight the relevant document. Its details will automatically display.
- Add comments, as necessary.
Adding Notes to Transactions
You can add notes to quotes, orders, and invoices from their respective listing screens.
- Against the relevant transaction, click the icon in the Notes column.
- In the Notes screen, click Add New Note.
- Complete the note and click Save.
Viewing Saved Notes
In the relevant listing grid, hover on the icon in the Notes column. This will display the most recently added note:
To view all notes, or to add a further note, click the icon: