This is a per-ledger repository of files available to be added as attachments to receipts, bank deposits, expenses, bank reconciliations, journals, clients and user records. Folders can also be created to manage the uploaded files.
File types that can be uploaded are Office files (Word, Excel, PowerPoint etc), PDFs, and image files. The maximum file size is 2MB.
Upload a file
Go to the Admin menu , then click Attachments Library.
Navigate to the folder you wish to have the file stored in (if relevant).
In the top right-hand corner, click the upload icon.
Navigate to the file on your computer, and select it. The file will then be uploaded to the Attachments Library in the selected location.
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In the Attachments Library, navigate to the file to be deleted.
Click the Delete icon beside it.
The file will then be deleted if not attached anywhere, or a warning message will appear asking how you wish to delete it. Select the appropriate option and click Ok.e
Create a folder
In the Attachments Library, click the new folder icon.
Complete the Folder Name field, then click Create.
The folder will then be created in the location.
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