Add attachments to supplier invoice or credit transactions

If you have documents related to supplier invoices or credits you can add them as attachments for quick reference. 

TIP: To attach documents to Supplier Invoices and Credits, you require access to the Batch Supplier Invoice and Credit options, and Supplier Activity. See our Set up access rights article. 

What can I attach?

You can attach any of the following file types:

 NOTE: Attachments can be up to 5mb in size.

Add an attachment as you post the transaction

Watch the video

 TIP: This video is part of the free Sage University course Batch Invoices and Credits. To sign up for the full course, or see other free Sage University training courses.

1. Click Suppliers, then click Batch invoice or Batch credit as required.
2. Enter your batch invoice or credit as normal, but in the Attach column, click the '+' icon.
3. In the Add New Attachment window, either drag and drop your attachment, or click Browse to browse your attachment in.
4. Once you've finished adding attachments, click OK, then click Save.

TIP:  The software creates attachments as copies of the original documents and stores them in the Transaction Attachments folder for the relevant company.

To view an attachment

In Supplier Activity

1. Click Suppliers, select the required supplier, then click Activity.
2. To view an attachment, click the paperclip icon 📎 on the relevant transaction line.
   
   

In the Audit Trail report

1. Click Transactions, then click Reports.
2. Select Audit trail and then click the Audit Trail (Detailed, Landscape) report.
3. Click Preview and then enter the relevant Criteria Values.
4. Click the link for the relevant transaction to view the associated attachment.

 NOTE: You can't view attachments in your Company Archives.

To add further attachments to a transaction

1. Click Suppliers, select the required supplier, then click Activity.
2. Locate the transaction to add the attachment to, then click the '+' icon.
3. In the Add New Attachment window, either drag and drop your attachment, or click Browse to browse your attachment in.
4. Once you've finished adding attachments, click OK, then click Close.

TIP:  If the '+' icon is missing, for example, the transaction links to AutoEntry, add attachments to the supplier record through the Memos tab instead.

To back up your attachments

Back up your transaction attachments when you back up your data. 

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• Delete attachments from customer or supplier invoice and credit transactions
• Add attachments to batch customer invoice or credit transactions