If you have documents related to bank payments or receipts in v32.0 and above, you can add them as attachments for easy, quick reference.  

You can also add attachments to these transactions in the bank activity window.

To add an attachment as you post the transaction

1. Go to Bank, then click Bank payment or Batch receipt as required.
2. Enter your batch payment or receipt as normal, but in the Attachment column, click the '+' icon.
3. Either drag and drop your attachments into the Add New Attachment window, or click Browse.
   
   
   
   

3. Once you've finished adding attachments, click OK, then click Save.

TIP: Attachments create as copies of the original documents and save in the Transaction Attachments folder for the relevant company.

You can now view any attachments by clicking the paperclip icon next to the transaction.

To delete an attachment

1. Go to Bank, select the required bank, then click Activity.
2. Locate the transaction you want to delete the attachment from then click the '+' icon.
3. Click the 

   

   icon for the attachment you want to delete.
4. Click OK, then click Close.

To back up your attachments

Back up your attachments when you back up your data:

1. Go to File, then click Back up.
2. Select the Data Files and Transaction Attachments checkboxes, then click OK.

• Add attachments to supplier invoice or credit transactions