Guides

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 in Manager. Add an attachment to the transaction 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.

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.

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