Links window

The Links window provides quick access to related files, documents, interactions, web pages, and invoices.

Overview

The
Links
window displays a list of links to files, folders, web pages, interactions, documents, and invoices.
Select a link in the window to open the linked item.

How invoice links are created

You can create links to invoices when you do any of the following:
  • Print invoices to an application, or to a file.
  • Add a link on the
    Links
    tab in the
    Detail Billing
    screen.
  • Accept an invoice from UltraTax CS on the
    Integrated Invoices
    tab in the Billing screen.
  • Add a link in
    Receipt & Adjustment Entry
    .
  • Add a link in
    Time & Expense Entry
    .

Access the Links window

To access the
Links
window, select the
Links
button.