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.
Note: This is an advanced feature available by subscribing to JurisFinance.
A document can be added to an existing bank reconciliation or when creating one.
A tab is displayed in the transaction when adding documents is possible.
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: Although the ability to add a document from a matter is available, in this case this option instead displays a message advising that a bank account does not have a matter and that you should use computer add
Select the document and double-click to add it to the transaction.
Result: The document is now available from the transaction.
