To help you stay organised and find relevant information easily, you can add notes to the bank record Memo option. You can also attach additional documents to the tab, as attachments or links to files, so they're easy to access. This is great for keeping lots of different types of information together with the bank record. To record a memo- Click Bank Accounts, double-click the required bank account record, click Memo.
- Click in the blank area in the lower section of the window and enter your text.
- Click Save.
To add an attachment- Click Bank Accounts, double-click the required bank account record, click Memo.
- Click Add Attachment.
Electronic attachmentClick Browse, locate and select the required file, click Open, choose the required option and click OK. | Leave the file in its current location | This creates a shortcut to the file in its existing location. | | Copy the file into the Sage 50 Accounts data folder | This copies the file into your Sage data, but also leaves the original file where it is. This will increase the size of your Sage data. | | Move the file into the Sage 50 Accounts data folder | This moves the file from its current location into your Sage data. This will increase the size of your Sage data. |
Filing system referenceThis refers to a paper document and is for reference only. You can record the physical location of the document and click OK. To delete an attachment- Select the required file, click Delete attachment, then click Yes.
To open an attachment- Select the required file and click Open attachment.
[BCB:99:Limitless - 50 Accounts - Bank:ECB]
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