Maconomy Information Center

Attach Documents

Use these steps to attach a document to a vendor. The same steps apply to vendors and company vendors.

To attach a document:

  1. Under the Accounts Payable menu section, click Vendors or Company Vendors.
  2. Use the search filter and/or the Search field at the top of the workspace to select a vendor.
  3. Go to the Documents tab.
  4. Click Attach Documents.
    The Attach Document wizard displays.
  5. Click Select files to open your file explorer.
  6. Select the file/s you want to upload.
  7. Click Open, or press ENTER.
    Maconomy lists the file/s you selected in the wizard. You can opt to delete some of the files before performing the upload.
    Note: Instead of performing steps 5-7, you can opt to select the file/s from your file browser window, then drag and drop them into the Attach Document wizard.
  8. Click Ok.
    Maconomy saves your changes, and lists the attached document/s in the Documents tab.
    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.