How do I add attachments to my journal entries?

These attachments can be explanatory notes or copies of documents to clarify the reason for the journal entry.  

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Add an attachment

Attachments can be up to 5mb in size, and must be one of the following file types: csv, dif, doc, docm, docx, dot, dotm, dotx, ods, odt, pdf, rtf, slk, tsv, txt, xla, xlam, xls, xlsb, xlsm, xlsx, xlt, xltm, xltx, xml or xps.

1. Go to Nominal codes then select Journal entry.
2. Enter the details of your journal as normal.
3. Select Add attachment.
4. Browse to and select the required files, then click OK.
5. When you've entered all the details and completed the attachment, click Save then Close.

View an attachment

There are several windows in the software where you can view the details of an attachment.

Transactions

1. Click Transactions, then click the transaction with the attachment to view.
2. In the View column, click . If there's only one attachment, it opens. If there's more than one attachment a list of attachments appears.

TIP: Alternatively, after highlighting a transaction that has an attachment, you can click View attachment on the toolbar. 

Nominal Activity

1. Go to Nominal codes, select one of the codes used in the journal and select Activity.
2. Double-click one of the required journal entries, then select View attachment.

Journal edit window

Once you've added the attachment, a View attachment option appears alongside the Add attachment option.

Add further attachments

If required, you can edit an existing journal through the Transactions module or the Nominal Activity window and add further attachments.