Attachments

You can add comments to invoices and general ledger account information by entering attachments. Attachments are for internal reference only and do not appear on reports, invoices, or statements. For example, you might enter customer instructions that regard invoice revisions or voids.

You can add attachments to invoice pay items on the Work with Customer Ledger Inquiry form or on the Standard Invoice Entry form. You cannot add attachments to invoice pay items while you are entering the invoice because the invoice record does not exist until you click OK. Additionally, you cannot add attachments to invoice pay items that are summarized on Work with Customer Ledger Inquiry.

Unlike invoice pay items, you can add attachments to general ledger accounts as you enter that information on the G/L Distribution form because the system has assigned the document number, type, and company to the record by the time you enter general ledger information.

The types of attachments that you can add are:

• Text

• Image

• OLE

• Shortcut

• URL/File

After you add the attachment, the system displays a paper-clip button next to the invoice pay item or G/L distribution line. The procedure to enter attachments is the same regardless of the program or system that you use.