Attaching documents to journal entries


Attach documents to existing journal entries in order to guarantee traceability, compliance but also to justify transactions.

Authorized document formats are:

  • PDF
  • Word (doc, docx, rtf, etc.)
  • Excel (xslx, xls, xlsm, slk, csv, etc.)
  • PowerPoint (ppt)
  • Outlook message
  • Archive (zip)
  • Text (txt)
  • Image (jpg, jpeg, png, gif, bmp, svg, tif, tiff, psd, heic, heif, etc.)
  • XML

 

Empty files
Empty files, without any information or content, cannot be attached to journal entries.
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To attach a document:

  1. Access the journal entries.

    Accounting > Journal entries

  2. Select a journal, a Fiscal year and a Period to find the journal entry to which you want to attach a document.
    The list of entries corresponding to the selection is displayed.
  3. Edit the chosen entry ( ).
  4. Use the function View or attach files.
  5. In the window that appears, add a document by dragging and dropping.
  6. Add a Title and the Date and if needed a Description.
  7. Add the document.

To see the documents you attached to the journal entry, use the View or attach files feature again.


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2 Comments left by users

  • Christoff says:

    I am unable to attach files as the function “add files” is not permitted

    • Wilfried (Sage) says:

      Hello Christoff,
      We thank you for your comment which allowed us to complete the article by mentioning the formats permitted by the application.
      We invite you to consult this article again.
      Good day.

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