Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
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A document can be added to an existing transaction or to the creation of a new manual entry of type "Journal entry".
This type of transaction always begins with "JG".
A tab is displayed in the transaction when adding documents is possible.
(In accounting transaction types where adding documents is not allowed, the "Attachments" tab is visible but remains grayed out)
On the "Attachments" tab, click on one of the available options:
Add file from computer | Open the explorer window of your computer to select a document. |
Add file from matter's documents** | Open the 360 "Documents" window of the matter in which the transaction is linked/created to select a document. |
**Important : Even though the possibility of adding a document from a matter is available, in this case, this option displays a message advising that a Journal entry type transaction does not have a matter and that you have to use the add by computer.
Select the document and double-click to add it to the transaction.
Result: The document is now available from the transaction.
