Transactions in Manager can be substantiated and documented with digital attachments. These can include:
Click View to see any transaction form in Manager. Add an attachment to the transaction by either of two methods:
In the illustration below, a spreadsheet file has been attached to a sales quote:
Attachments will be incorporated into the business’ data file, not stored separately for independent file management. The attachment will not be deleted from its original location.
To view an attachment, click on its name while viewing the transaction. To delete an attachment, click X after its name. Deleting an attachment from a transaction only removes it from the business’ accounting database. It does not delete it from wherever else it may be stored.