Attaching documents to transactions

This Youtube shows you how to attach documents ot transactions:

https://youtu.be/JIBuRdjxB0A

If you attach a document to a purchase order, you will also see the document from the resultant invoice as well as from payment entry.

A document can only be linked to one transaction. When using Purchase Orders (PO) and Accounts Payable (AP) the document is linked to the PO but is accessible from the AP, the payment batch and the cash at Bank after the transaction is posted.

When you create a PO you can access the linked document via opening the PO and clicking on documents, by clicking on the paper clip next to the transaction in the PO account or by clicking on the paperclip in the PO register.

Create the Invoice from the PO. Click on the AP register and you will see the paperclip where you can open the document from.

To view the document from the AP transaction itself click on View Purchase Order. Then click on Documents in the PO and you can open the document.

Prepare the payment and you can access the document via the paperclip from the AP batch invoice payment.

After the AP is posted (paid) you can access the document via the paperclip next to the transaction in the  Cash at Bank. You don't need to open the transaction to access the document.

If you choose to open the transaction then you can back track back to the PO and open the document from there.

You can also raise purchase orders or invoices from the central purchase order / accounts payable register in the Practice. You may then filter the register for all enries entered today and then crete the document attachments for all of today's purchase orders / invoices.