Attach a Document to a Mileage Sheet Line

When associating a document with a mileage sheet line, you have two options. You can attach the document directly from your local drive, or you can choose to associate a mileage sheet line with an existing document.

To attach a document to a mileage sheet line:

  1. Go to the Mileage workspace.
  2. Use the search filter and/or the Search field to select a mileage sheet.
  3. In the Registrations tab, select the line you want to update.
  4. To attach a document from your local drive:
    1. Click Row Tools > Attach Document to Line.
    2. In the dialog that opens, click Select files to open your file explorer.
    3. Select the file you want to upload.
    4. Click Open, or press ENTER.
      Maconomy lists the file you selected in the dialog. You can opt to delete it, and select another file.
      Note: Instead of performing steps b-d, you can opt to select the file from your file browser window, then drag and drop it into the Attach Document To Line dialog.
    5. Click Ok.
      Maconomy attaches the document to the mileage sheet line, and also adds the file to the Documents tab of the Mileage workspace.
      Note: If you want to enter additional remarks for a specific document, you can fill out the Remark field for that document in the Documents tab. Click Save, or press ENTER to save the information.
  5. To attach a document listed in the Documents tab:
    1. In the Document field, select a file from the dropdown list.
    2. Click Save.
      Maconomy attaches the file to the mileage sheet line.