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Accounts payable

Attach files to an AP transaction

You can attach PDFs, image files (GIF, JPG, JPEG), and metafiles (EMF, WMF) to transactions on the
Enter Payables
 screen. You can view, edit and save, and print attached PDF files using the PDF editor.
  1. Attach a file
  2. Select
    Action
    ,
    Enter Payables
    .
  3. On the
    Rapid
     tab, add a new transaction record or select an existing one, then either select
    Edit
    , then Attach file or right-click in the Attachment paper clip column, and choose
    Attach
     from the context menu.
    note
    • Alternatively, on the
      Detail
       tab, add a new transaction record or go to an existing transaction, then select
      Edit
      ,
      Attach File
      , and choose a file.
    • You can only use
      Edit
      , then
      Attach
       and
      Attach
       for transactions that don't already have a file attached to them.
    • The application shows the paper clip Attachment icon in the corresponding attachment column on the
      Rapid
       tab for all transactions that include an attachment.
  4. View, edit, and print an attached PDF
  5. Go to the
    Rapid
     tab of the
    Enter Payables
     screen.
  6. Double-click the paper clip attachment associated with the transaction and attachment you want to change.
  7. Use the PDF Editor to change the PDF then save.
  8. Select Close button
    Close
    .
  9. View and print an attached image
  10. Go to the
    Rapid
     tab of the
    Enter Payables
     screen.
  11. Double-click the paper clip attachment associated with the transaction with the attachment that you want to modify.
  12. In the browser window, use zoom and print.
  13. Select Close button
    Close
    .
  14. Delete an attachment
  15. Go to the
    Rapid
     tab of the
    Enter Payables
     screen.
  16. Double-click the paper clip attachment associated with the transaction and the attachment that you want to modify.
  17. Use 1 of the following methods to delete the file:
    • On the
      Rapid
       tab, add a new transaction record or select an existing transaction and then either select
      Edit
      , the
      Delete File
       or right-click the Attachment paper clip column, and select
      Delete
       from the context menu.
    • On the
      Detail
       tab, add a new transaction record or go to an existing transaction one, then select
      Edit
      , and
      Delete File
      .
    note
    You can only use
    Edit
    , 
    Delete File
     and
    Delete
     for transactions that have an attached file.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access

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