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About attachments

An attachment is a link to a file or URL. For example, you can add an attachment to an Ajera window by linking to a blueprint or drawing, contract document, spreadsheet, PDF, or URL.

The path to that file, not the file itself, is attached to the Ajera window. The file must be in a shared location for others to open it, such as on a shared network or a website.  

When you make an attachment, the date and time are stamped to the link. You can categorize attachments for easier identification and search. Ajera searches for attachments based on where the attachment was made (in a vendor invoice or a project, for example) and other criteria.

Where to find them

Attachments are available in the following windows:

> Manage menu

  • Expenses
  • Tasks
  • Project Command Center
  • Client Invoices
  • Client Receipts (New, Deposits, and Existing tabs)
  • Vendor Invoices
  • In-House Expenses
  • Bank Register (Reconcile tab > Bank Statement table)
  • Journal Entries

> Setup menu

  • Clients
  • Vendors
  • Employees
  • Contacts

> Setup > General menu

  • Activities
  • Billing Rate Tables
  • Overhead Groups

> Setup > Company menu

  • Bank Account
  • Financials > Chart of Accounts
  • Financials > Departments
  • Beginning Balances > Open Vendor Invoices
  • Beginning Balances > Unpaid Client Invoices
  • Roles

You can search for attachments based on where you made the attachment (in a vendor invoice or a project, for example) and other criteria.

 

 

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