Adding Attachments to a Reconciliation

Attachments can be in the form of external documents or Web page links.

Custom attributes of type Multi-Line Text can also include attachments.

To add an external document or web page link to the Attachment section:

  1. From Home, click Reconciliations and then select and open the reconciliation to work on.
  2. On the Reconciliation Summary dialog, click the Attachments tab (paper clip icon) on the right. The Attachments list displays.
    Attachments tab
  3. To add a file attachment, click the Attach a File icon. In the Add Attachment dialog:
    • Select Choose File to select and attach the file.
    • (Optional) Enter a descriptive Name.
    • Select Carry Forward if you want this attachment to be included on this reconciliation for the next period.
    • Click OK.

    Note:

    The option to upload a file as an attachment is visible only if the Prevent File Upload option is not selected in the format that is associated with this reconciliation.
  4. To add link to an external file, click the Attach a Link icon. In the Add Attachment dialog:
    • In URL, enter the URL(for example: Oracle, http://www.oracle.com).
    • In Name, enter the URL name.
    • Select Carry Forward if you want this attachment to be included on this reconciliation for the next period.
    • Click OK.

    Note:

    Once a preparer has added a link, a user who clicks on the link will open it based on the user's browser settings.

If you selected Carry Forward, you will see a Carry Forward icon next to the file attachment or web link.