Use the Memo tab on records to enter miscellaneous information and to attach documents and references to the record. For example, if you've saved a customer email as a file, attach it to the customer's record.  

NOTE: The information stored in the memo fields can't be printed or added to reports.

Where memos are available

Memos are available in the following types of record:

• Customers
• Suppliers
• Nominal
• Bank
• Products and services
• Projects - Projects option not available in Sage 50 Accounts Essentials and Standard
• Department - Memo option not available in Sage 50 Accounts Essentials

Create a memo

Working with attachments

Add an attachment to a record

NOTE: Not available in Sage 50 Essentials.

1. Open the required record then click the Memo tab.
2. Click Add Attachment and select either Electronic Attachment or Filing System Reference then click OK.
3. Enter the attachment or reference details as follows:
   

   Electronic attachment

   Click Browse, locate and select the required file, click Open, select one of the following options then click OK. Leave the file in its current location - Creates a shortcut to the file location.  Copy the file into the Sage 50 Accounts data folder - Creates a copy of the file in your Sage data. Move the file into the Sage 50 Accounts data folder - Moves the file from the current location to your Sage data. NOTE: Copying or moving the file to your data may increase the size of your All files backups.

   Filing system reference

   This refers to a paper document and is for reference purposes only. Type the location and name of the document then click OK.

4. Click OK.

NOTE: If you add attachments via Customers/Suppliers these don't synchronise via RDA. 

Delete an attachment

• Select the required file, then click Delete Attachment

View attachment properties

• Select the required file, then click Properties

Open an attachment

• Select the required file, then click Open Attachment

Further information

▼ Memo files

Backup memos and attachments

• Memos - these are included when you select to backup Data Files in the backup window
• Attachments -these are included when you select to backup Attachments in the backup window

Errors

'Waiting to open file *.SLM / *.PLM' or 'This program cannot display the webpage'  

This is a customer (.SLM) or supplier (.PLM) memo file. Ensure that the MEMO folder is not read-only and that the current user has access rights to this folder.

This can often happen when customer or supplier accounts are created using an account reference that's a reserved file name in Windows. This happens because Sage Accounts attempts to create a file using the Account Reference for the file name. For example, a memo created on a customer record with the Account Reference CON, will attempt to create the file CON.SLM. Because CON can't be used for file names in windows, the Waiting to open file message is displayed. The following are examples of restricted file names in Windows:

• CON
• COMx (where x is a number from 0 - 9)
• LPTx (where x is a number from 0 - 9)
• PRN
• AUX
• CLOCK$
• NUL

You may also get this message if your customer's anti-virus software has intercepted a virus on this file and therefore prevents the file from being opened.

To resolve this, you need to create a new Customer or Supplier Record then use the Corrections option to change the account reference on the transactions.