How To Attach Any File to a Record in Exchequer

How To Attach Any File to a Record in Exchequer

Perhaps you’re new to Advanced Exchequer accounting software, or maybe you’ve been using it for some time but want to know how you can get more out of the system and streamline some of your processes to increase productivity. Whatever the reason, there’s a whole host of powerful functionality within Exchequer and one of the more handy features is the ability to link documents to records on your Exchequer accounting system.

The linked document feature in Exchequer accounting means you can simply and easily attach any file to a record in your system, for example scanned invoices against transactions in the purchase ledger, for better document management and easy retrieval of information.

To view a linked document, simply click on the Links button within the transaction and click view on the file you’d like to open.

But what about adding the files? We cover the steps you need to follow to attach a file to a record in your Advanced Exchequer accounting system.

 

Steps to Attach Any File to a Record in Exchequer

 

  1. Open the record that you would like to add a file to.
  2. Click either, Add Link, Add Letter or Add Webpage. Note: you can add any file type to your record.
  3. Browse for the file type and select it
  4. Add a description where prompted and click OK

 
Documents can also be added to any Customer or Supplier accounts too, for example copies of contracts or pricing information related to a customer or supplier.

These attachments are then viewable by any user in Exchequer and also any users of Exchequer 365 too.

Prefer to Watch The Steps?How To Attach Any File to a Record in Exchequer Video

The linked document feature in Exchequer accounting means you can simply and easily attach any file to a record in your system, for example scanned invoices against transactions in the purchase ledger, for better document management and easy retrieval of information.

To watch the steps of how to attach a file to a record in Exchequer, watch our short video on the right.

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