Adding Attachments

Attachments contain files attached to the overall reconciliation, comments or transactions on the reconciliation.

Preparers can add attachments to the overall reconciliation in the Attachments section of the Summary, and to reconciliation comments or transactions. Reviewers and Commentators can only add attachments to their comments.

You can add one attachment to multiple reconciliations at one time.

You can also add one or more attachments by using drag and drop from the Add Attachments dialog box. You can also drag and drop more than one attachment and then upload the multiple attachments at one time.

Note:

You must access the Add Attachments dialog box to properly drag and drop attachments. If you try to drag and drop from the Summary, you may experience problems.

Preparers only: To add an external document or web page link to the Attachment sections, perform these steps:

  1. From the Home page, click Reconciliations and then select and open the reconciliation to work on.
  2. On the Reconciliation Summary dialog box, click the Attachments tab on the right.
  3. Click the Attachment or File Link icon.
  4. From the Type list, select one of these types:
    • Local File—Enter a name, select Browse to select and attach the file, and then click OK.

    • URL—Enter a URL name, then enter the URL (for example: Oracle, http://www.oracle.com), and then click OK.

    Note:

    To add a reference file or URL to multiple reconciliations or transactions at one time:

    1. From Home, click Reconciliations or Transactions.

    2. You can multi-select the reconciliations or transactions (either highlight more than one row or select more than one using the SHIFT key), and then click Actions, then Add Reference, then File or URL.

    Note:

    You can also add one or more attachments by using drag and drop functionality available from the Add Attachments dialog box. You can rename the attachment in the Name field, if desired. If you drag and drop multiple attachments, you can upload them at one time.

    You must access the Add Attachments dialog box to properly drag and drop attachments. If you try to drag and drop from the Summary, you may experience problems.
  5. In Name, enter a descriptive name.
  6. Enter a URL, or browse to select a document.
  7. Click OK.