Keep the paper with the entry
Attach files to vouchers and records, so the bill or the letter sits beside the entry it belongs to.
- Attach to vouchers
- Attach to records
- Locked once approved
What it helps with
Files where you need them
There is no separate documents screen. Files live on the record.
On vouchers
Attach files to invoices, credit and debit notes, journals, receipts, payments and contra entries.
On purchase and sales documents
Attach to orders, quotations and other documents in the cycle.
On stock and job work
Attach to inventory transfers and job work documents.
On employees
Attach IDs and letters to an employee record.
Locked once approved
A file cannot be deleted after its entry is approved.
Right on the page
Add a file when you make the entry, or later.
How it works
Attach a file in three steps
The same on every record.
- 1
Open the entry
Find the voucher or record.
- 2
Add the file
Choose the file to attach.
- 3
Approve as usual
After approval the file stays with the entry.
Apps you would use
Where you attach files
Common questions
Questions about documents
Short answers.
Is there a documents screen?
No. Files are attached to vouchers and records, and read there.
Can I delete a file after approval?
No. Once the entry is approved, its files cannot be deleted.
Can I attach files to production?
Not to production or a bill of material.
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