Add attachments to supplier invoice or credit transactions
Description
Cut down on paperwork in a couple of clicks. If you have documents related to supplier invoices or credits in Sage 50 Accounts v26.3 and above, you can add them as attachments for easy, quick reference. Let's do this now.
TIP: To be able to attach documents to Supplier Invoices and Credits you require access to the Batch Supplier Invoice and Credit options, as well as access to the Supplier Activity. For more information about Access Rights, refer to our handy guide >
What can I attach?
You can attach any of the following file types:
NOTE: Attachments can be up to 5mb in size.
BMP
CSV
DOCX
DOCM
DOC
JPG
JPEG
ODS
ODT
PDF
PNG
RTF
TXT
XLSX
XLSM
XLSB
XLS
XLA
XML
XPS
To add an attachment as you post the transaction
Watch the video
[BCB:346:SageU - Batch Invoices:ECB]
Follow the steps:
ClickSuppliers, then clickBatch invoiceorBatch creditas required.
Enter yourbatch invoiceorcreditas normal, but in the Attachment column, click the '+' icon.
Depending upon your access rights, you may either drag and drop your attachments into the Add New Attachment window, or clickBrowseto browse your attachment(s) in.
Once you've finished adding attachments, clickOK, then clickSave.
TIP: Attachments are created as copies of the original documents and are stored in the Transaction Attachments folder for the relevant company.
To view an attachment
In Supplier Activity
ClickSuppliers, select the required supplier, then clickActivity.
To view an attachment, click the paperclip icon 📎 on the relevant transaction line.
In the Audit Trail report
Click Transactions, then click Reports.
Select Audit trail and then click the Audit Trail (Detailed, Landscape) report.
Click Preview and then enter the relevant Criteria Values.
Click the link for the relevant transaction to view the associated attachment.
NOTE:Attachments can't be viewed in Company Archives.
To add further attachments to a transaction
ClickSuppliers, select the required supplier, then clickActivity.
Locate the transaction you want to add the attachment to then click the '+' icon.
Depending upon your access rights, you may either drag and drop your attachments into theAdd New Attachmentwindow, or to browse to your attachments, clickBrowse.
Once you've finished adding attachments, clickOK,then clickClose.
Click Suppliers, select the required supplier, then click Activity.
Locate the transaction you want to delete the attachment from then click the '+' icon.
Click the icon for the attachment you want to delete.
Click OK, then click Close.
To back up your attachments
When you back up your data, if you want to back up your attachments, click File, then click Back up and ensure the Transaction attachments check box is selected, then click OK. You can only back up attachments if the Data file check box is also selected.