Attach supporting documentation

Transactions in Manager can be substantiated and documented with digital attachments. These can include:

  • Word processing documents
  • Spreadsheets
  • Scanned invoices
  • Scanned receipts

Note
Normally, an attachment is made to the specific transaction to which it relates. When attachments do not apply to individual transactions, but, for example, to entire projects or accounting periods, they can be organized in folders. See another Guide for instructions.

Add an attachment

Click View to see any transaction form or folder in Manager. Add an attachment to the transaction or folder by either of two methods:

  • Click New Attachment at the bottom of the page. Browse to the file you want to attach and select it according to normal procedures for your operating system.
  • Drag and drop the attachment onto the form while you are viewing it.

In the illustration below, a spreadsheet file has been attached to a sales quote:

Managing attachments

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. There are two ways to manage attachments:

  • From transactions or folders
  • Within the Attachments tab

From transactions or folders

To view an attachment, click on its name while viewing the transaction or folder. To delete an attachment from that transaction or folder, click X after its name. Deleting an attachment from a transaction only removes it from that transaction or folder in the business’ accounting database. It does not delete it from other transactions or folders or wherever else it may be stored.

Within the Attachments tab

If the Attachments tab is not already enabled, click Customize below the left navigation pane, check the box, and click Update:

Note
If an attachment has already been added to a transaction or folder, the box will already be checked. You can just click Update.

Go to the Attachments tab to view a list of all attachments saved in the business data file:

Individual attachments are identified by date of attachment and transaction or folder type. They can be viewed or edited. Batch Delete is also available.

Note
Editing an attachment changes its name within the data file, but does not change content of the attachment.

Caution
Deleting an attachment within the Attachments tab deletes it from the transaction or folder in the data file where it was attached. However, if it was attached separate to different transactions or folders, those attachments will remain.

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