Sage 50 – Transaction Attachments

Summary

If you have a document relating to a supplier invoice or credit, you can add them as attachments for easy, quick reference.

What can you attach?

You can attach the following file types:

BMP, PNG, CSV, RTF, DOCX, TXT, DOCM, XLXS, DOC, XLSM, JPG, XLSB, JPEG, XLS, ODS, XLA, ODT, XML, PDF, XPS.

How do I add an attachment? 

1. Click Suppliers, then click Batch Invoice\Batch credit.
2. Enter your batch invoice or credit as normal.  In the Attachment column, click the ‘+’ icon. 

3. Depending on your access rights, you will be able to either drag and drop the attachments in to the Add New Attachment window, or click Browse to locate and attach the item. 

4. Once you’ve finished adding any attachments, click OK, then click Save. 

Any attachments are created as copies of the original document and are stored in the Transaction Attachments folder in the same location as the data for the relevant company. 

How do I view an attachment? 

1. Click Suppliers, then select the relevant supplier record and click Activity.
2. To view an attachment, click the paperclip icon on the transaction line. 

How to add further attachments? 

1. Click Suppliers, then select the relevant supplier record and click Activity.
2. Locate the transaction line and click the ‘+’ icon.