Use these steps to attach a document to a vendor. The same steps apply to vendors and company vendors.
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Under the Accounts Payable menu section, click
Vendors or
Company Vendors.
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Use the search filter and/or the
Search field at the top of the workspace to select a vendor.
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Go to the Documents tab.
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Click
Attach Documents.
The Attach Document wizard displays.
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Click
Select files to open your file explorer.
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Select the file/s you want to upload.
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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.
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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.