Attachments Library

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

1. Go to the Admin menu , then click Attachments Library.

2. Navigate to the folder you wish to have the file stored in (if relevant).

3. In the top right-hand corner, click the upload icon.

4. 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 and you will be prompted if you wish to keep the file anywhere it is attached to a record or remove it from all records.

1. In the Attachments Library, navigate to the file to be deleted.

2. Click the Delete icon beside it.

3. 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.

Create a folder

1. In the Attachments Library, click the new folder icon.

2. Complete the Folder Name field, then click Create.

3. The folder will then be created in the location.

Move a file

Files can be moved to a different folder if desired (the folder must already exist).

1. In the Attachments Library, navigate to the file to be moved.

2. Tick the box beside the file/s to be moved, then click the Move icon.

3. The Move Items window will appear.

4. Navigate to the folder you wish to move the files to and tick the box beside it. Then click Move.

Delete a folder

Folders can be deleted if they don’t contain any files.

1. In the Attachments Library, navigate to the folder to be deleted.

2. Click the Delete icon beside it.

3. The folder will then be deleted if it was empty, or a warning message will appear indicating it was not able to be deleted.