Versions Compared

Old Version 4

changes.mady.by.user Sharon Clark

Saved on

compared with

New Version 5

changes.mady.by.user Sharon Clark

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Step-by-Step Guide

  1. Access the Payables module Inquiries - Voucher/Payments or Receivables module Inquiries - Customer Invoices/Payments
  2. Load the screen upSelect the desired Voucher/Payment or Customer Order/Invoice, go to the Invoices tab, and find the invoice.
  3. Press the “Invoice Attachments” “Attachment” button on that line. That will bring up the attachment screen where you can view/edit/add existing attachments for that invoice.
    1. To add a document, save it on your C:\ drive or on a shared drive. 
  4. To look at the attachment, you to go to receivables, Inquiries, Customer Invoice/Payment.  If you have attached a document to the order, you can pull up the attachment.