AI Document Capture - Add an attachment

You can now upload files to AI Document Capture with attachments, and view them in the Supplier Record and Transactions.

Check the setting

1. In Sage 50 Accounts, go to Connected services then AI Document Capture Settings.
2. Check the Attach source documents checkbox. The software selects this by default. 
3. Click OK.

When you upload a file and post your AI Document Capture transaction, the software automatically attaches the document to the transaction.

View the attachment in the Supplier Record

1. Go to Suppliers and double-click the relevant record.
2. Select the Activity tab.
3. Select the paperclip icon in the Attach column of the transaction.  NOTE: The name of the attached file appears in the Details column. 

3. Open the document file from the Purchase Transaction window.

View the attachment in Transactions

1. Go to Transactions and select the purchase transaction.
2. Select View attachment at the top of the window.
3. Open the document file from the Purchase Transaction window.