Document Attachments
The system gives you the ability to attach an external document to a General Ledger code. An example of an attached document is a pdf image or Word doc of a grant/contract to a specific project code. To accomplish this, once the general ledger code is displayed click on the Documents button on the tool bar across the top of your screen. A New Document form will appear with the Source combo box defaulted to General Ledger. The Doc# fields will also automatically be populated with the GL code. Click on the >> symbol to the right of the File Name field and select the document to be attached. Once the document name is selected, click on Save.
Should you wish to add additional documents to the General Ledger code, once the grid appears with the currently attached document(s) click on the New button on the bottom of the form and repeat the attachment process.
Should you wish to “un-attach” a document, highlight the existing file name and click on the Delete button on the bottom. Note: this step does not delete the document, it merely “un-attaches” it from the GL code.
The system gives you the ability to attach an external document to a General Ledger code. An example of an attached document is a pdf image or Word doc of a grant/contract to a specific project code. To accomplish this, once the general ledger code is displayed click on the Documents button on the tool bar across the top of your screen. A New Document form will appear with the Source combo box defaulted to General Ledger. The Doc# fields will also automatically be populated with the GL code. Click on the >> symbol to the right of the File Name field and select the document to be attached. Once the document name is selected, click on Save.
Should you wish to add additional documents to the General Ledger code, once the grid appears with the currently attached document(s) click on the New button on the bottom of the form and repeat the attachment process.
Should you wish to “un-attach” a document, highlight the existing file name and click on the Delete button on the bottom. Note: this step does not delete the document, it merely “un-attaches” it from the GL code.