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.
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.
Delete a file
Files can be deleted if they haven’t been attached to any records.
In the Attachments Library, navigate to the file to be deleted.
Click the Delete icon beside it.
The file will then be deleted, or a warning message will appear indicating it was not able to be deleted.
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.
Delete a folder
Folders can be deleted if they don’t contain any files.
In the Attachments Library, navigate to the folder to be deleted.
Click the Delete icon beside it.
The folder will then be deleted if it was empty, or a warning message will appear indicating it was not able to be deleted.