Memos
Description

It's easy to 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, you could attach it to the customer's record. Let's take a look.

Cause
Resolution

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

Where are memos 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.

Enter a memo

  1. Open the required record then click the Memo tab.
  2. Enter or edit text as required.
  3. Click Save.

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 -

How do I backup memos and attachments? -

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



[BCB:119:Limitless - 50 Accounts - Customers:ECB]


Steps to duplicate
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